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 | $112,070 | $95,416+17.5% | $185,823-39.7% | $85,850+30.5% |
| Participation rate | 98.8% | 68.8%+30.0pp | 81.7%+17.1pp | 69.3%+29.5pp |
| Annual return | 14.83% | 23.59%-8.8pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $10,950 | $3,314+230.5% | $5,167+111.9% | $2,565+326.9% |
| Participant deferral / active EE | $5,858 | $3,423+71.1% | $5,568+5.2% | $3,952+48.2% |
| Admin fee / account holder | $38,141 | $7,213+428.8% | $16,237+134.9% | $6,260+509.3% |