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 | $115,583 | $86,944+32.9% | $107,525+7.5% | $74,304+55.6% |
| Participation rate | 80.8% | 59.6%+21.2pp | 75.1%+5.7pp | 60.3%+20.4pp |
| Annual return | 18.51% | 23.52%-5.0pp | 181.32%-162.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $3,196 | $2,757+15.9% | $3,754-14.9% | $2,241+42.6% |
| Participant deferral / active EE | $5,769 | $3,554+62.3% | $5,116+12.8% | $3,767+53.1% |
| Admin fee / account holder | $1,396 | $3,727-62.5% | $8,919-84.3% | $2,969-53.0% |