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 | $118,687 | $71,516+66.0% | $98,439+20.6% | $71,457+66.1% |
| Participation rate | 81.3% | 72.7%+8.6pp | 75.2%+6.1pp | 67.9%+13.3pp |
| Annual return | 15.25% | 32.41%-17.2pp | 21.16%-5.9pp | 28.85%-13.6pp |
| Employer contribution / active EE | $5,804 | $2,399+141.9% | $3,048+90.4% | $2,588+124.3% |
| Participant deferral / active EE | $4,298 | $4,109+4.6% | $4,738-9.3% | $4,289+0.2% |
| Admin fee / account holder | $3,393 | $1,675+102.6% | $8,948-62.1% | $1,587+113.7% |