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 | $140,027 | $86,929+61.1% | $102,423+36.7% | $80,856+73.2% |
| Participation rate | 90.5% | 72.4%+18.1pp | 76.5%+14.0pp | 67.6%+22.8pp |
| Annual return | 13.34% | 18.88%-5.5pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $6,095 | $2,369+157.2% | $3,023+101.6% | $2,755+121.2% |
| Participant deferral / active EE | $5,471 | $4,118+32.8% | $5,053+8.3% | $4,296+27.4% |
| Admin fee / account holder | $13,024 | $8,049+61.8% | $9,451+37.8% | $6,918+88.3% |