See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,400 | $100,923+5.4% | $150,045-29.1% | $74,304+43.2% |
| Participation rate | 87.7% | 70.1%+17.7pp | 82.3%+5.4pp | 60.3%+27.4pp |
| Annual return | 21.91% | 51.77%-29.9pp | 62.55%-40.6pp | 29.43%-7.5pp |
| Employer contribution / active EE | $4,798 | $3,463+38.5% | $4,693+2.2% | $2,241+114.1% |
| Participant deferral / active EE | $9,446 | $6,709+40.8% | $7,997+18.1% | $3,767+150.7% |
| Admin fee / account holder | $10,820 | $2,767+291.0% | $13,435-19.5% | $2,969+264.4% |