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 | $126,796 | $95,803+32.4% | $113,168+12.0% | $84,808+49.5% |
| Participation rate | 92.2% | 72.9%+19.3pp | 76.6%+15.6pp | 68.3%+23.9pp |
| Annual return | 16.55% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,548 | $2,360+50.3% | $2,975+19.3% | $2,631+34.9% |
| Participant deferral / active EE | $3,892 | $4,242-8.2% | $5,107-23.8% | $4,212-7.6% |
| Admin fee / account holder | $44,620 | $8,989+396.4% | $12,068+269.7% | $7,344+507.6% |