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 | $129,577 | $87,870+47.5% | $113,168+14.5% | $74,304+74.4% |
| Participation rate | 86.0% | 70.7%+15.2pp | 76.6%+9.4pp | 60.3%+25.6pp |
| Annual return | 14.17% | 26.44%-12.3pp | 24.27%-10.1pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,973 | $2,277+30.6% | $2,975-0.1% | $2,241+32.6% |
| Participant deferral / active EE | $4,828 | $4,241+13.8% | $5,107-5.5% | $3,767+28.1% |
| Admin fee / account holder | $10,394 | $3,368+208.6% | $12,068-13.9% | $2,969+250.1% |