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 | $142,004 | $99,957+42.1% | $149,696-5.1% | $73,488+93.2% |
| Participation rate | 84.6% | 75.7%+8.9pp | 82.5%+2.1pp | 70.7%+13.9pp |
| Annual return | 15.24% | 53.87%-38.6pp | 276.60%-261.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,267 | $3,191+2.4% | $4,644-29.7% | $2,270+43.9% |
| Participant deferral / active EE | $10,203 | $6,073+68.0% | $6,842+49.1% | $3,740+172.8% |
| Admin fee / account holder | $1,250 | $551+127.0% | $9,309-86.6% | $513+143.6% |