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 | $133,757 | $102,317+30.7% | $146,958-9.0% | $80,856+65.4% |
| Participation rate | 98.9% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 20.60% | 134.76%-114.2pp | 418.34%-397.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $9,200 | $3,713+147.8% | $4,933+86.5% | $2,755+233.9% |
| Participant deferral / active EE | $10,196 | $6,644+53.5% | $8,070+26.3% | $4,296+137.3% |
| Admin fee / account holder | $1,218 | $7,941-84.7% | $12,998-90.6% | $6,918-82.4% |