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 | $191,354 | $49,922+283.3% | $80,569+137.5% | $75,163+154.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.52% | 34.69%-15.2pp | 935.43%-915.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $6,508 | $1,698+283.2% | $2,723+139.0% | $2,670+143.8% |
| Participant deferral / active EE | $7,623 | $2,990+154.9% | $4,447+71.4% | $4,125+84.8% |
| Admin fee / account holder | $7,056 | $3,577+97.2% | $5,377+31.2% | $5,651+24.9% |