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 | $102,398 | $77,145+32.7% | $108,410-5.5% | $85,850+19.3% |
| Participation rate | 92.4% | 74.7%+17.7pp | 80.1%+12.3pp | 69.3%+23.1pp |
| Annual return | 21.09% | 44.54%-23.5pp | 905.27%-884.2pp | 318.53%-297.4pp |
| Employer contribution / active EE | $5,444 | $2,379+128.8% | $3,558+53.0% | $2,565+112.2% |
| Participant deferral / active EE | $8,138 | $5,566+46.2% | $6,563+24.0% | $3,952+105.9% |
| Admin fee / account holder | $1,303 | $5,172-74.8% | $7,295-82.1% | $6,260-79.2% |