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 | $128,700 | $49,915+157.8% | $154,803-16.9% | $74,304+73.2% |
| Participation rate | 83.5% | 54.0%+29.5pp | 78.1%+5.4pp | 60.3%+23.1pp |
| Annual return | 19.10% | 34.06%-15.0pp | 58.88%-39.8pp | 29.43%-10.3pp |
| Employer contribution / active EE | $5,183 | $1,611+221.7% | $4,305+20.4% | $2,241+131.3% |
| Participant deferral / active EE | $9,056 | $2,255+301.6% | $5,540+63.5% | $3,767+140.4% |
| Admin fee / account holder | $1,190 | $2,189-45.6% | $14,329-91.7% | $2,969-59.9% |