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 | $146,303 | $89,355+63.7% | $141,162+3.6% | $72,985+100.5% |
| Participation rate | 92.8% | 75.1%+17.7pp | 82.5%+10.3pp | 69.5%+23.3pp |
| Annual return | 22.38% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $5,248 | $3,114+68.5% | $4,735+10.8% | $2,440+115.1% |
| Participant deferral / active EE | $6,982 | $5,418+28.9% | $6,709+4.1% | $3,607+93.5% |
| Admin fee / account holder | $4,227 | $5,958-29.1% | $10,261-58.8% | $5,124-17.5% |