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 | $139,450 | $91,190+52.9% | $178,490-21.9% | $79,858+74.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.03% | 24.19%-9.2pp | 151.07%-136.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $16,592 | $3,256+409.6% | $5,011+231.1% | $2,471+571.5% |
| Participant deferral / active EE | $8,680 | $3,236+168.2% | $5,202+66.9% | $3,740+132.1% |
| Admin fee / account holder | $1,838 | $6,751-72.8% | $13,984-86.9% | $5,306-65.4% |