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 3-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 | $148,023 | $88,083+68.0% | $164,813-10.2% | $74,495+98.7% |
| Participation rate | 70.1% | 73.0%-3.0pp | 78.6%-8.5pp | 67.2%+2.9pp |
| Annual return | 15.90% | 17.26%-1.4pp | 69.93%-54.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $7,256 | $2,593+179.8% | $4,341+67.2% | $2,623+176.6% |
| Participant deferral / active EE | $9,233 | $4,498+105.3% | $6,031+53.1% | $4,346+112.5% |
| Admin fee / account holder | $11,916 | $2,234+433.5% | $12,690-6.1% | $1,942+513.7% |