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 | $177,513 | $122,239+45.2% | $184,203-3.6% | $74,495+138.3% |
| Participation rate | 99.3% | 85.5%+13.8pp | 86.8%+12.5pp | 67.2%+32.1pp |
| Annual return | 589.74% | 19.95%+569.8pp | 28.81%+560.9pp | 1364.94%-775.2pp |
| Employer contribution / active EE | $11,220 | $4,537+147.3% | $6,427+74.6% | $2,623+327.8% |
| Participant deferral / active EE | $6,204 | $7,139-13.1% | $9,131-32.1% | $4,346+42.8% |
| Admin fee / account holder | $16,222 | $1,260+1187.8% | $13,901+16.7% | $1,942+735.4% |