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 | $201,829 | $89,753+124.9% | $107,525+87.7% | $84,808+138.0% |
| Participation rate | 98.9% | 68.1%+30.8pp | 75.1%+23.8pp | 68.3%+30.5pp |
| Annual return | 14.97% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $10,977 | $3,113+252.6% | $3,754+192.4% | $2,631+317.2% |
| Participant deferral / active EE | $7,502 | $4,056+85.0% | $5,116+46.6% | $4,212+78.1% |
| Admin fee / account holder | $12,122 | $7,222+67.8% | $8,919+35.9% | $7,344+65.1% |