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 | $162,770 | $121,341+34.1% | $189,513-14.1% | $79,386+105.0% |
| Participation rate | 91.1% | 86.1%+5.0pp | 87.8%+3.3pp | 70.7%+20.4pp |
| Annual return | 13.77% | 21.08%-7.3pp | 555.15%-541.4pp | 116.85%-103.1pp |
| Employer contribution / active EE | $3,483 | $3,915-11.0% | $6,162-43.5% | $2,427+43.5% |
| Participant deferral / active EE | $4,502 | $6,395-29.6% | $8,221-45.2% | $4,046+11.3% |
| Admin fee / account holder | $1,140 | $651+75.0% | $12,045-90.5% | $626+82.0% |