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 | $126,896 | $84,487+50.2% | $125,339+1.2% | $66,914+89.6% |
| Participation rate | 87.0% | 76.4%+10.6pp | 82.4%+4.6pp | 69.8%+17.2pp |
| Annual return | 112.53% | -8.39%+120.9pp | 572.05%-459.5pp | 1.58%+110.9pp |
| Employer contribution / active EE | $6,875 | $3,553+93.5% | $4,814+42.8% | $2,544+170.2% |
| Participant deferral / active EE | $12,759 | $6,781+88.2% | $7,446+71.3% | $4,237+201.1% |
| Admin fee / account holder | $23,033 | $685+3262.3% | $10,010+130.1% | $593+3782.4% |