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 | $192,644 | $71,883+168.0% | $86,677+122.3% | $68,494+181.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.15% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $15,776 | $2,173+626.1% | $2,836+456.2% | $2,596+507.6% |
| Participant deferral / active EE | $13,069 | $3,779+245.9% | $4,656+180.7% | $4,027+224.5% |
| Admin fee / account holder | $12,692 | $6,112+107.7% | $7,493+69.4% | $5,403+134.9% |