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 | $130,694 | $76,670+70.5% | $96,683+35.2% | $71,457+82.9% |
| Participation rate | 80.2% | 66.6%+13.6pp | 74.3%+5.9pp | 67.9%+12.3pp |
| Annual return | 40.99% | 48.29%-7.3pp | 35.69%+5.3pp | 28.85%+12.1pp |
| Employer contribution / active EE | $2,115 | $3,031-30.2% | $3,737-43.4% | $2,588-18.3% |
| Participant deferral / active EE | $3,834 | $3,771+1.7% | $4,878-21.4% | $4,289-10.6% |
| Admin fee / account holder | $7,579 | $2,028+273.7% | $6,730+12.6% | $1,587+377.4% |