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 | $170,302 | $102,317+66.4% | $146,958+15.9% | $80,856+110.6% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 15.79% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $7,698 | $3,713+107.3% | $4,933+56.1% | $2,755+179.4% |
| Participant deferral / active EE | $9,563 | $6,644+43.9% | $8,070+18.5% | $4,296+122.6% |
| Admin fee / account holder | $15,106 | $7,941+90.2% | $12,998+16.2% | $6,918+118.4% |