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 4-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 | $178,147 | $132,049+34.9% | $200,582-11.2% | $74,304+139.8% |
| Participation rate | 83.2% | 84.1%-0.9pp | 86.9%-3.7pp | 60.3%+22.9pp |
| Annual return | 47.97% | 22.22%+25.8pp | 42.33%+5.6pp | 29.43%+18.5pp |
| Employer contribution / active EE | $4,979 | $4,558+9.3% | $6,419-22.4% | $2,241+122.2% |
| Participant deferral / active EE | $12,541 | $7,213+73.9% | $9,331+34.4% | $3,767+232.9% |
| Admin fee / account holder | $728 | $2,405-69.7% | $16,305-95.5% | $2,969-75.5% |