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 | $185,816 | $49,915+272.3% | $154,803+20.0% | $74,304+150.1% |
| Participation rate | 88.0% | 54.0%+34.0pp | 78.1%+9.9pp | 60.3%+27.6pp |
| Annual return | 21.12% | 34.06%-12.9pp | 58.88%-37.8pp | 29.43%-8.3pp |
| Employer contribution / active EE | $7,219 | $1,611+348.0% | $4,305+67.7% | $2,241+222.1% |
| Participant deferral / active EE | $5,483 | $2,255+143.2% | $5,540-1.0% | $3,767+45.5% |
| Admin fee / account holder | $4,347 | $2,189+98.6% | $14,329-69.7% | $2,969+46.4% |