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 | $104,378 | $43,327+140.9% | $59,878+74.3% | $64,186+62.6% |
| Participation rate | 82.0% | 69.2%+12.8pp | 74.7%+7.3pp | 69.6%+12.4pp |
| Annual return | 8.22% | -1.55%+9.8pp | 3.46%+4.8pp | 7.63%+0.6pp |
| Employer contribution / active EE | $5,628 | $2,028+177.5% | $2,722+106.8% | $2,381+136.4% |
| Participant deferral / active EE | $6,677 | $2,546+162.3% | $3,402+96.3% | $3,470+92.4% |
| Admin fee / account holder | $1,212 | $3,005-59.7% | $3,590-66.2% | $4,888-75.2% |