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 | $225,290 | $79,171+184.6% | $102,423+120.0% | $74,495+202.4% |
| Participation rate | 94.3% | 74.8%+19.5pp | 76.5%+17.9pp | 67.2%+27.1pp |
| Annual return | 34.50% | 54.93%-20.4pp | 29.32%+5.2pp | 1364.94%-1330.4pp |
| Employer contribution / active EE | $1,983 | $2,362-16.1% | $3,023-34.4% | $2,623-24.4% |
| Participant deferral / active EE | $8,124 | $4,415+84.0% | $5,053+60.8% | $4,346+86.9% |
| Admin fee / account holder | $9,406 | $2,001+370.1% | $9,451-0.5% | $1,942+384.4% |