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 | $110,353 | $83,902+31.5% | $167,512-34.1% | $84,808+30.1% |
| Participation rate | 94.3% | 66.5%+27.8pp | 77.1%+17.2pp | 68.3%+25.9pp |
| Annual return | 18.65% | 91.55%-72.9pp | 1615.79%-1597.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,680 | $2,264+18.4% | $3,882-31.0% | $2,631+1.8% |
| Participant deferral / active EE | $4,365 | $4,442-1.8% | $6,405-31.9% | $4,212+3.6% |
| Admin fee / account holder | $6,535 | $7,915-17.4% | $9,769-33.1% | $7,344-11.0% |