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 | $217,726 | $77,899+179.5% | $149,673+45.5% | $75,163+189.7% |
| Participation rate | 98.7% | 65.6%+33.1pp | 78.8%+20.0pp | 67.2%+31.5pp |
| Annual return | 15.06% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $10,096 | $3,137+221.8% | $4,818+109.6% | $2,670+278.2% |
| Participant deferral / active EE | $7,831 | $3,411+129.6% | $5,680+37.9% | $4,125+89.8% |
| Admin fee / account holder | $9,954 | $5,956+67.1% | $13,210-24.7% | $5,651+76.1% |