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 | $103,773 | $58,655+76.9% | $91,989+12.8% | $65,185+59.2% |
| Participation rate | 87.3% | 75.3%+12.0pp | 78.6%+8.6pp | 70.2%+17.1pp |
| Annual return | 27.83% | 33.92%-6.1pp | 69.02%-41.2pp | 29.38%-1.6pp |
| Employer contribution / active EE | $2,319 | $2,080+11.4% | $3,452-32.8% | $2,177+6.5% |
| Participant deferral / active EE | $6,761 | $5,474+23.5% | $5,923+14.1% | $3,514+92.4% |
| Admin fee / account holder | $8,546 | $434+1868.1% | $7,743+10.4% | $847+908.9% |