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 7-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 | $134,453 | $122,239+10.0% | $184,203-27.0% | $74,495+80.5% |
| Participation rate | 86.8% | 85.5%+1.3pp | 86.8%0pp | 67.2%+19.6pp |
| Annual return | 27.71% | 19.95%+7.8pp | 28.81%-1.1pp | 1364.94%-1337.2pp |
| Employer contribution / active EE | $20,534 | $4,537+352.5% | $6,427+219.5% | $2,623+682.8% |
| Participant deferral / active EE | $17,525 | $7,139+145.5% | $9,131+91.9% | $4,346+303.3% |
| Admin fee / account holder | $1,188 | $1,260-5.7% | $13,901-91.5% | $1,942-38.8% |