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 | $164,451 | $105,181+56.4% | $159,436+3.1% | $85,850+91.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 24.02% | 45.07%-21.1pp | 263.57%-239.6pp | 318.53%-294.5pp |
| Employer contribution / active EE | $7,328 | $3,318+120.8% | $4,829+51.7% | $2,565+185.7% |
| Participant deferral / active EE | $8,401 | $5,945+41.3% | $7,352+14.3% | $3,952+112.6% |
| Admin fee / account holder | $2,174 | $6,933-68.6% | $10,799-79.9% | $6,260-65.3% |