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 | $161,043 | $137,414+17.2% | $189,513-15.0% | $85,850+87.6% |
| Participation rate | 91.7% | 84.6%+7.1pp | 87.8%+3.9pp | 69.3%+22.4pp |
| Annual return | 16.22% | 38.14%-21.9pp | 555.15%-538.9pp | 318.53%-302.3pp |
| Employer contribution / active EE | $4,027 | $4,344-7.3% | $6,162-34.6% | $2,565+57.0% |
| Participant deferral / active EE | $8,933 | $6,260+42.7% | $8,221+8.7% | $3,952+126.1% |
| Admin fee / account holder | $4,800 | $8,630-44.4% | $12,045-60.2% | $6,260-23.3% |