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 9-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 | $158,140 | $57,281+176.1% | $86,612+82.6% | $75,163+110.4% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 24.09% | 2670.75%-2646.7pp | 591.07%-567.0pp | 160.62%-136.5pp |
| Employer contribution / active EE | $14,886 | $2,314+543.2% | $3,022+392.5% | $2,670+457.6% |
| Participant deferral / active EE | $10,785 | $3,318+225.1% | $4,438+143.0% | $4,125+161.5% |
| Admin fee / account holder | $8,760 | $4,112+113.0% | $5,614+56.0% | $5,651+55.0% |