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 | $140,414 | $74,927+87.4% | $101,794+37.9% | $84,808+65.6% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.2%+26.8pp | 68.3%+27.7pp |
| Annual return | 13.96% | 18.70%-4.7pp | 30.53%-16.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,907 | $1,522+91.0% | $2,289+27.0% | $2,631+10.5% |
| Participant deferral / active EE | $9,939 | $3,099+220.7% | $4,084+143.4% | $4,212+136.0% |
| Admin fee / account holder | $18,652 | $6,514+186.3% | $8,777+112.5% | $7,344+154.0% |