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 | $204,515 | $95,803+113.5% | $113,168+80.7% | $84,808+141.2% |
| Participation rate | 97.4% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.1pp |
| Annual return | 14.73% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $11,132 | $2,360+371.7% | $2,975+274.1% | $2,631+323.1% |
| Participant deferral / active EE | $9,431 | $4,242+122.3% | $5,107+84.7% | $4,212+123.9% |
| Admin fee / account holder | $12,686 | $8,989+41.1% | $12,068+5.1% | $7,344+72.8% |