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 9-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 | $142,410 | $93,571+52.2% | $135,903+4.8% | $75,163+89.5% |
| Participation rate | 84.9% | 75.2%+9.7pp | 81.9%+3.0pp | 67.2%+17.7pp |
| Annual return | 22.50% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $5,550 | $3,537+56.9% | $4,856+14.3% | $2,670+107.9% |
| Participant deferral / active EE | $10,153 | $6,404+58.5% | $7,758+30.9% | $4,125+146.1% |
| Admin fee / account holder | $4,428 | $6,975-36.5% | $10,762-58.9% | $5,651-21.6% |