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 | $211,874 | $98,750+114.6% | $149,696+41.5% | $79,858+165.3% |
| Participation rate | 91.0% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.4pp |
| Annual return | 13.54% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,577 | $3,216+42.3% | $4,644-1.4% | $2,471+85.2% |
| Participant deferral / active EE | $8,619 | $5,680+51.7% | $6,842+26.0% | $3,740+130.5% |
| Admin fee / account holder | $34,775 | $6,053+474.5% | $9,309+273.6% | $5,306+555.4% |