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 | $174,887 | $89,753+94.9% | $107,525+62.6% | $84,808+106.2% |
| Participation rate | 81.5% | 68.1%+13.5pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 13.50% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,829 | $3,113+23.0% | $3,754+2.0% | $2,631+45.5% |
| Participant deferral / active EE | $6,192 | $4,056+52.7% | $5,116+21.0% | $4,212+47.0% |
| Admin fee / account holder | $49,298 | $7,222+582.6% | $8,919+452.7% | $7,344+571.3% |