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 | $203,519 | $77,899+161.3% | $149,673+36.0% | $75,163+170.8% |
| Participation rate | 90.3% | 65.6%+24.7pp | 78.8%+11.5pp | 67.2%+23.1pp |
| Annual return | 20.92% | 31.72%-10.8pp | 134.42%-113.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $5,696 | $3,137+81.6% | $4,818+18.2% | $2,670+113.4% |
| Participant deferral / active EE | $6,996 | $3,411+105.1% | $5,680+23.2% | $4,125+69.6% |
| Admin fee / account holder | $7,757 | $5,956+30.2% | $13,210-41.3% | $5,651+37.3% |