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 | $217,075 | $63,764+240.4% | $81,930+165.0% | $79,858+171.8% |
| Participation rate | 82.2% | 67.5%+14.7pp | 72.0%+10.2pp | 69.6%+12.6pp |
| Annual return | 13.18% | 22.66%-9.5pp | 29.49%-16.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,235 | $1,795+24.5% | $4,310-48.1% | $2,471-9.5% |
| Participant deferral / active EE | $6,883 | $2,780+147.5% | $7,107-3.2% | $3,740+84.0% |
| Admin fee / account holder | $23,589 | $4,426+432.9% | $5,158+357.3% | $5,306+344.5% |