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 8-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 | $87,330 | $60,323+44.8% | $81,812+6.7% | $74,495+17.2% |
| Participation rate | 99.1% | 62.9%+36.2pp | 72.3%+26.7pp | 67.2%+31.9pp |
| Annual return | 19.36% | 16.90%+2.5pp | 773.79%-754.4pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $17,261 | $2,620+558.7% | $2,912+492.7% | $2,623+558.0% |
| Participant deferral / active EE | $9,530 | $3,387+181.3% | $4,319+120.7% | $4,346+119.3% |
| Admin fee / account holder | $1,580 | $1,486+6.3% | $7,386-78.6% | $1,942-18.6% |