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 | $231,117 | $80,968+185.4% | $96,544+139.4% | $75,163+207.5% |
| Participation rate | 92.2% | 71.8%+20.4pp | 76.0%+16.2pp | 67.2%+25.0pp |
| Annual return | 21.28% | 27.06%-5.8pp | 25.84%-4.6pp | 160.62%-139.3pp |
| Employer contribution / active EE | $5,935 | $2,282+160.1% | $2,965+100.2% | $2,670+122.3% |
| Participant deferral / active EE | $7,448 | $3,928+89.6% | $4,851+53.5% | $4,125+80.6% |
| Admin fee / account holder | $19,691 | $6,724+192.8% | $8,252+138.6% | $5,651+248.5% |