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 | $146,562 | $61,774+137.3% | $97,226+50.7% | $80,856+81.3% |
| Participation rate | 97.1% | 63.5%+33.6pp | 72.7%+24.5pp | 67.6%+29.5pp |
| Annual return | 14.02% | -557.90%+571.9pp | 75.13%-61.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,723 | $1,837+102.7% | $2,729+36.4% | $2,755+35.1% |
| Participant deferral / active EE | $10,047 | $3,029+231.7% | $4,264+135.6% | $4,296+133.9% |
| Admin fee / account holder | $27,244 | $5,166+427.4% | $5,654+381.9% | $6,918+293.8% |