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 | $126,864 | $78,672+61.3% | $109,143+16.2% | $85,850+47.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.31% | 25.09%-1.8pp | 25.75%-2.4pp | 318.53%-295.2pp |
| Employer contribution / active EE | $3,801 | $2,735+39.0% | $3,722+2.1% | $2,565+48.2% |
| Participant deferral / active EE | $3,422 | $3,467-1.3% | $4,653-26.5% | $3,952-13.4% |
| Admin fee / account holder | $10,298 | $5,469+88.3% | $6,752+52.5% | $6,260+64.5% |