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 | $102,914 | $102,317+0.6% | $146,958-30.0% | $80,856+27.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.00% | 134.76%-117.8pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $7,759 | $3,713+109.0% | $4,933+57.3% | $2,755+181.7% |
| Participant deferral / active EE | $6,805 | $6,644+2.4% | $8,070-15.7% | $4,296+58.4% |
| Admin fee / account holder | $1,156 | $7,941-85.4% | $12,998-91.1% | $6,918-83.3% |