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 | $144,871 | $54,705+164.8% | $71,209+103.4% | $84,808+70.8% |
| Participation rate | 97.4% | 64.1%+33.3pp | 73.8%+23.7pp | 68.3%+29.1pp |
| Annual return | 20.00% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $9,873 | $2,158+357.5% | $2,721+262.9% | $2,631+275.3% |
| Participant deferral / active EE | $9,632 | $3,030+217.8% | $4,175+130.7% | $4,212+128.7% |
| Admin fee / account holder | $2,893 | $4,863-40.5% | $5,349-45.9% | $7,344-60.6% |