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 | $179,700 | $70,879+153.5% | $189,557-5.2% | $79,386+126.4% |
| Participation rate | 86.0% | 68.0%+18.0pp | 78.4%+7.6pp | 70.7%+15.3pp |
| Annual return | 14.76% | 20.70%-5.9pp | 64.17%-49.4pp | 116.85%-102.1pp |
| Employer contribution / active EE | $4,192 | $1,806+132.1% | $4,412-5.0% | $2,427+72.7% |
| Participant deferral / active EE | $8,720 | $4,081+113.7% | $6,174+41.3% | $4,046+115.6% |
| Admin fee / account holder | $2,026 | $647+212.9% | $9,807-79.3% | $626+223.4% |