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 | $118,522 | $85,202+39.1% | $172,739-31.4% | $72,985+62.4% |
| Participation rate | 82.4% | 70.1%+12.4pp | 82.6%-0.2pp | 69.5%+12.9pp |
| Annual return | 20.84% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $5,161 | $3,324+55.2% | $5,143+0.3% | $2,440+111.5% |
| Participant deferral / active EE | $3,436 | $3,260+5.4% | $5,198-33.9% | $3,607-4.8% |
| Admin fee / account holder | $1,681 | $5,884-71.4% | $13,954-88.0% | $5,124-67.2% |