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 | $190,419 | $102,317+86.1% | $146,958+29.6% | $80,856+135.5% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 18.86% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $8,053 | $3,713+116.9% | $4,933+63.2% | $2,755+192.3% |
| Participant deferral / active EE | $15,064 | $6,644+126.7% | $8,070+86.7% | $4,296+250.7% |
| Admin fee / account holder | $15,651 | $7,941+97.1% | $12,998+20.4% | $6,918+126.2% |