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 | $165,244 | $102,317+61.5% | $146,958+12.4% | $80,856+104.4% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.5pp | 67.6%+30.1pp |
| Annual return | 22.89% | 134.76%-111.9pp | 418.34%-395.4pp | 35.59%-12.7pp |
| Employer contribution / active EE | $13,945 | $3,713+275.6% | $4,933+182.7% | $2,755+406.2% |
| Participant deferral / active EE | $12,614 | $6,644+89.9% | $8,070+56.3% | $4,296+193.6% |
| Admin fee / account holder | $2,065 | $7,941-74.0% | $12,998-84.1% | $6,918-70.1% |