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 | $149,061 | $91,538+62.8% | $129,995+14.7% | $75,163+98.3% |
| Participation rate | 94.1% | 71.4%+22.7pp | 78.5%+15.6pp | 67.2%+26.9pp |
| Annual return | 17.92% | -631.11%+649.0pp | -137.18%+155.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,145 | $2,845-24.6% | $4,320-50.3% | $2,670-19.6% |
| Participant deferral / active EE | $6,779 | $4,341+56.2% | $5,820+16.5% | $4,125+64.3% |
| Admin fee / account holder | $2,445 | $6,790-64.0% | $10,614-77.0% | $5,651-56.7% |