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 | $107,674 | $66,098+62.9% | $101,794+5.8% | $74,304+44.9% |
| Participation rate | 94.7% | 53.8%+41.0pp | 69.2%+25.6pp | 60.3%+34.4pp |
| Annual return | 36.85% | 19.59%+17.3pp | 30.53%+6.3pp | 29.43%+7.4pp |
| Employer contribution / active EE | $4,281 | $1,082+295.8% | $2,289+87.0% | $2,241+91.0% |
| Participant deferral / active EE | $8,812 | $2,781+216.8% | $4,084+115.8% | $3,767+133.9% |
| Admin fee / account holder | $9,929 | $4,146+139.5% | $8,777+13.1% | $2,969+234.4% |