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 | $235,667 | $93,571+151.9% | $135,903+73.4% | $75,163+213.5% |
| Participation rate | 92.4% | 75.2%+17.2pp | 81.9%+10.5pp | 67.2%+25.2pp |
| Annual return | 18.05% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,195 | $3,537-37.9% | $4,856-54.8% | $2,670-17.8% |
| Participant deferral / active EE | $8,678 | $6,404+35.5% | $7,758+11.9% | $4,125+110.4% |
| Admin fee / account holder | $17,139 | $6,975+145.7% | $10,762+59.3% | $5,651+203.3% |