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 | $109,646 | $93,571+17.2% | $135,903-19.3% | $75,163+45.9% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 19.63% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $3,210 | $3,537-9.2% | $4,856-33.9% | $2,670+20.2% |
| Participant deferral / active EE | $8,809 | $6,404+37.6% | $7,758+13.6% | $4,125+113.6% |
| Admin fee / account holder | $13,049 | $6,975+87.1% | $10,762+21.3% | $5,651+130.9% |