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 | $172,417 | $81,248+112.2% | $155,509+10.9% | $80,856+113.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.92% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,610 | $3,100+48.7% | $4,672-1.3% | $2,755+67.4% |
| Participant deferral / active EE | $13,453 | $3,452+289.8% | $5,626+139.1% | $4,296+213.2% |
| Admin fee / account holder | $11,714 | $7,997+46.5% | $15,912-26.4% | $6,918+69.3% |