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 | $210,859 | $64,480+227.0% | $81,382+159.1% | $80,856+160.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.98% | 16.34%-2.4pp | 24.73%-10.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,435 | $1,978+174.7% | $2,463+120.7% | $2,755+97.3% |
| Participant deferral / active EE | $4,924 | $3,094+59.2% | $3,883+26.8% | $4,296+14.6% |
| Admin fee / account holder | $1,570 | $5,671-72.3% | $5,768-72.8% | $6,918-77.3% |