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 | $204,552 | $60,124+240.2% | $90,404+126.3% | $79,858+156.1% |
| Participation rate | 98.9% | 65.0%+33.9pp | 72.7%+26.2pp | 69.6%+29.2pp |
| Annual return | 14.88% | 71.94%-57.1pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $8,507 | $2,068+311.4% | $3,262+160.8% | $2,471+244.3% |
| Participant deferral / active EE | $9,121 | $2,938+210.4% | $3,963+130.1% | $3,740+143.9% |
| Admin fee / account holder | $4,723 | $3,976+18.8% | $5,611-15.8% | $5,306-11.0% |