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 | $115,942 | $60,124+92.8% | $90,404+28.2% | $79,858+45.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 21.04% | 71.94%-50.9pp | 1293.02%-1272.0pp | 31.71%-10.7pp |
| Employer contribution / active EE | $12,880 | $2,068+522.9% | $3,262+294.9% | $2,471+421.3% |
| Participant deferral / active EE | $13,784 | $2,938+369.1% | $3,963+247.8% | $3,740+268.6% |
| Admin fee / account holder | $12,606 | $3,976+217.0% | $5,611+124.7% | $5,306+137.6% |