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 | $145,278 | $91,407+58.9% | $135,903+6.9% | $71,457+103.3% |
| Participation rate | 80.2% | 75.7%+4.5pp | 81.9%-1.7pp | 67.9%+12.3pp |
| Annual return | 30.18% | 29.90%+0.3pp | 68.23%-38.1pp | 28.85%+1.3pp |
| Employer contribution / active EE | $2,155 | $3,703-41.8% | $4,856-55.6% | $2,588-16.7% |
| Participant deferral / active EE | $14,977 | $7,092+111.2% | $7,758+93.1% | $4,289+249.2% |
| Admin fee / account holder | $5,343 | $1,266+322.1% | $10,762-50.4% | $1,587+236.6% |