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 | $103,837 | $51,175+102.9% | $70,515+47.3% | $75,163+38.1% |
| Participation rate | 92.8% | 60.9%+31.8pp | 68.3%+24.4pp | 67.2%+25.6pp |
| Annual return | 38.94% | 30.02%+8.9pp | 32.77%+6.2pp | 160.62%-121.7pp |
| Employer contribution / active EE | $2,811 | $1,826+53.9% | $2,973-5.5% | $2,670+5.3% |
| Participant deferral / active EE | $7,113 | $2,849+149.6% | $4,567+55.7% | $4,125+72.4% |
| Admin fee / account holder | $10,465 | $4,091+155.8% | $6,412+63.2% | $5,651+85.2% |