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 | $177,093 | $76,670+131.0% | $96,683+83.2% | $71,457+147.8% |
| Participation rate | 83.0% | 66.6%+16.4pp | 74.3%+8.7pp | 67.9%+15.1pp |
| Annual return | 18.16% | 48.29%-30.1pp | 35.69%-17.5pp | 28.85%-10.7pp |
| Employer contribution / active EE | $3,895 | $3,031+28.5% | $3,737+4.2% | $2,588+50.5% |
| Participant deferral / active EE | $6,833 | $3,771+81.2% | $4,878+40.1% | $4,289+59.3% |
| Admin fee / account holder | $2,166 | $2,028+6.8% | $6,730-67.8% | $1,587+36.4% |