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 | $208,829 | $80,724+158.7% | $103,333+102.1% | $74,495+180.3% |
| Participation rate | 84.3% | 65.7%+18.6pp | 74.5%+9.8pp | 67.2%+17.1pp |
| Annual return | 17.62% | 27.56%-9.9pp | 24.88%-7.3pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $7,407 | $3,157+134.6% | $3,868+91.5% | $2,623+182.4% |
| Participant deferral / active EE | $5,920 | $3,860+53.4% | $5,057+17.1% | $4,346+36.2% |
| Admin fee / account holder | $46,448 | $2,368+1861.5% | $8,355+455.9% | $1,942+2292.1% |