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 | $130,831 | $96,484+35.6% | $156,263-16.3% | $74,304+76.1% |
| Participation rate | 86.6% | 67.7%+18.9pp | 78.9%+7.7pp | 60.3%+26.2pp |
| Annual return | 19.41% | 17.73%+1.7pp | 59.47%-40.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $4,182 | $2,528+65.4% | $4,333-3.5% | $2,241+86.6% |
| Participant deferral / active EE | $8,076 | $4,286+88.4% | $6,158+31.1% | $3,767+114.4% |
| Admin fee / account holder | $8,657 | $3,728+132.2% | $14,255-39.3% | $2,969+191.6% |