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 | $185,731 | $87,733+111.7% | $106,548+74.3% | $85,850+116.3% |
| Participation rate | 95.7% | 71.9%+23.7pp | 76.1%+19.5pp | 69.3%+26.3pp |
| Annual return | 11.36% | 21.86%-10.5pp | 26.80%-15.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $4,828 | $2,073+132.9% | $2,819+71.3% | $2,565+88.2% |
| Participant deferral / active EE | $5,802 | $3,469+67.2% | $4,398+31.9% | $3,952+46.8% |
| Admin fee / account holder | $19,887 | $6,767+193.9% | $7,407+168.5% | $6,260+217.7% |