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 5-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 | $124,976 | $73,360+70.4% | $177,989-29.8% | $74,495+67.8% |
| Participation rate | 81.0% | 66.6%+14.4pp | 77.1%+3.9pp | 67.2%+13.8pp |
| Annual return | 30.14% | 17.49%+12.7pp | 294.48%-264.3pp | 1364.94%-1334.8pp |
| Employer contribution / active EE | $4,138 | $2,216+86.7% | $3,949+4.8% | $2,623+57.7% |
| Participant deferral / active EE | $9,761 | $4,513+116.3% | $6,276+55.5% | $4,346+124.6% |
| Admin fee / account holder | $1,396 | $1,808-22.8% | $10,363-86.5% | $1,942-28.1% |