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 | $150,729 | $77,899+93.5% | $149,673+0.7% | $75,163+100.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.12% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $8,587 | $3,137+173.7% | $4,818+78.2% | $2,670+221.6% |
| Participant deferral / active EE | $7,210 | $3,411+111.4% | $5,680+26.9% | $4,125+74.8% |
| Admin fee / account holder | $44,873 | $5,956+653.4% | $13,210+239.7% | $5,651+694.1% |