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 | $139,183 | $73,933+88.3% | $96,683+44.0% | $75,163+85.2% |
| Participation rate | 97.5% | 66.4%+31.0pp | 74.3%+23.1pp | 67.2%+30.3pp |
| Annual return | 22.71% | 26.70%-4.0pp | 35.69%-13.0pp | 160.62%-137.9pp |
| Employer contribution / active EE | $4,717 | $2,928+61.1% | $3,737+26.2% | $2,670+76.7% |
| Participant deferral / active EE | $9,699 | $3,659+165.1% | $4,878+98.8% | $4,125+135.1% |
| Admin fee / account holder | $1,971 | $5,216-62.2% | $6,730-70.7% | $5,651-65.1% |