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 | $156,442 | $109,881+42.4% | $150,045+4.3% | $84,808+84.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.56% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $10,682 | $3,561+199.9% | $4,693+127.6% | $2,631+306.0% |
| Participant deferral / active EE | $9,602 | $6,636+44.7% | $7,997+20.1% | $4,212+128.0% |
| Admin fee / account holder | $9,628 | $8,568+12.4% | $13,435-28.3% | $7,344+31.1% |