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 | $157,892 | $80,968+95.0% | $96,544+63.5% | $75,163+110.1% |
| Participation rate | 97.4% | 71.8%+25.6pp | 76.0%+21.4pp | 67.2%+30.2pp |
| Annual return | 19.12% | 27.06%-7.9pp | 25.84%-6.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $5,598 | $2,282+145.3% | $2,965+88.8% | $2,670+109.7% |
| Participant deferral / active EE | $9,129 | $3,928+132.4% | $4,851+88.2% | $4,125+121.3% |
| Admin fee / account holder | $24,765 | $6,724+268.3% | $8,252+200.1% | $5,651+338.3% |