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 | $141,585 | $109,881+28.9% | $150,045-5.6% | $84,808+66.9% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 25.61% | 28.25%-2.6pp | 62.55%-36.9pp | 40.90%-15.3pp |
| Employer contribution / active EE | $10,724 | $3,561+201.1% | $4,693+128.5% | $2,631+307.6% |
| Participant deferral / active EE | $12,835 | $6,636+93.4% | $7,997+60.5% | $4,212+204.8% |
| Admin fee / account holder | $2,684 | $8,568-68.7% | $13,435-80.0% | $7,344-63.5% |