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 | $134,539 | $101,317+32.8% | $146,958-8.5% | $74,495+80.6% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.2%+2.8pp | 67.2%+17.8pp |
| Annual return | 18.15% | 8730.91%-8712.8pp | 418.34%-400.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $3,674 | $3,810-3.6% | $4,933-25.5% | $2,623+40.1% |
| Participant deferral / active EE | $7,522 | $7,303+3.0% | $8,070-6.8% | $4,346+73.1% |
| Admin fee / account holder | $20,594 | $1,739+1084.3% | $12,998+58.4% | $1,942+960.6% |