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 8-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 | $148,973 | $109,881+35.6% | $150,045-0.7% | $84,808+75.7% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 26.83% | 28.25%-1.4pp | 62.55%-35.7pp | 40.90%-14.1pp |
| Employer contribution / active EE | $16,777 | $3,561+371.1% | $4,693+257.5% | $2,631+537.7% |
| Participant deferral / active EE | $13,928 | $6,636+109.9% | $7,997+74.2% | $4,212+230.7% |
| Admin fee / account holder | $5,995 | $8,568-30.0% | $13,435-55.4% | $7,344-18.4% |