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 | $195,608 | $98,750+98.1% | $149,696+30.7% | $79,858+144.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.33% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $15,971 | $3,216+396.6% | $4,644+243.9% | $2,471+546.4% |
| Participant deferral / active EE | $11,280 | $5,680+98.6% | $6,842+64.9% | $3,740+201.6% |
| Admin fee / account holder | $5,609 | $6,053-7.3% | $9,309-39.7% | $5,306+5.7% |