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 | $143,468 | $87,733+63.5% | $106,548+34.7% | $85,850+67.1% |
| Participation rate | 93.2% | 71.9%+21.3pp | 76.1%+17.1pp | 69.3%+23.9pp |
| Annual return | 16.06% | 21.86%-5.8pp | 26.80%-10.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $5,130 | $2,073+147.5% | $2,819+82.0% | $2,565+100.0% |
| Participant deferral / active EE | $14,497 | $3,469+317.9% | $4,398+229.6% | $3,952+266.9% |
| Admin fee / account holder | $1,283 | $6,767-81.0% | $7,407-82.7% | $6,260-79.5% |