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 | $224,594 | $81,208+176.6% | $98,907+127.1% | $79,858+181.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.23% | 60.99%-42.8pp | 196.43%-178.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $6,101 | $1,960+211.3% | $2,689+126.9% | $2,471+146.9% |
| Participant deferral / active EE | $5,448 | $3,265+66.9% | $4,244+28.4% | $3,740+45.7% |
| Admin fee / account holder | $8,458 | $6,013+40.7% | $6,642+27.4% | $5,306+59.4% |