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 | $144,124 | $61,272+135.2% | $149,673-3.7% | $71,457+101.7% |
| Participation rate | 75.2% | 62.5%+12.7pp | 78.8%-3.6pp | 67.9%+7.2pp |
| Annual return | 45.33% | 35.85%+9.5pp | 134.42%-89.1pp | 28.85%+16.5pp |
| Employer contribution / active EE | $5,252 | $2,378+120.8% | $4,818+9.0% | $2,588+103.0% |
| Participant deferral / active EE | $4,571 | $2,917+56.7% | $5,680-19.5% | $4,289+6.6% |
| Admin fee / account holder | $1,937 | $1,261+53.5% | $13,210-85.3% | $1,587+22.0% |