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 | $223,489 | $93,571+138.8% | $135,903+64.4% | $75,163+197.3% |
| Participation rate | 92.4% | 75.2%+17.2pp | 81.9%+10.5pp | 67.2%+25.2pp |
| Annual return | 18.36% | 30.90%-12.5pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,867 | $3,537+9.3% | $4,856-20.4% | $2,670+44.8% |
| Participant deferral / active EE | $9,681 | $6,404+51.2% | $7,758+24.8% | $4,125+134.7% |
| Admin fee / account holder | $4,549 | $6,975-34.8% | $10,762-57.7% | $5,651-19.5% |