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 | $105,753 | $100,923+4.8% | $150,045-29.5% | $74,304+42.3% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.3%-2.3pp | 60.3%+19.7pp |
| Annual return | 16.34% | 51.77%-35.4pp | 62.55%-46.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,533 | $3,463+2.0% | $4,693-24.7% | $2,241+57.6% |
| Participant deferral / active EE | $8,241 | $6,709+22.8% | $7,997+3.0% | $3,767+118.8% |
| Admin fee / account holder | $3,786 | $2,767+36.8% | $13,435-71.8% | $2,969+27.5% |