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 | $132,080 | $72,137+83.1% | $142,449-7.3% | $71,457+84.8% |
| Participation rate | 91.1% | 71.7%+19.4pp | 76.8%+14.3pp | 67.9%+23.2pp |
| Annual return | 19.06% | 21.15%-2.1pp | 19.99%-0.9pp | 28.85%-9.8pp |
| Employer contribution / active EE | $8,901 | $3,793+134.7% | $4,847+83.6% | $2,588+244.0% |
| Participant deferral / active EE | $13,522 | $5,280+156.1% | $6,283+115.2% | $4,289+215.3% |
| Admin fee / account holder | $8,426 | $1,433+487.9% | $10,011-15.8% | $1,587+430.8% |