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 | $168,297 | $101,724+65.4% | $164,813+2.1% | $80,856+108.1% |
| Participation rate | 84.4% | 71.8%+12.6pp | 78.6%+5.8pp | 67.6%+16.8pp |
| Annual return | 15.08% | 16.72%-1.6pp | 69.93%-54.9pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,245 | $2,953+43.7% | $4,341-2.2% | $2,755+54.1% |
| Participant deferral / active EE | $4,854 | $4,477+8.4% | $6,031-19.5% | $4,296+13.0% |
| Admin fee / account holder | $2,959 | $8,227-64.0% | $12,690-76.7% | $6,918-57.2% |