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 3-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 | $232,635 | $198,836+17.0% | $103,333+125.1% | - |
| Participation rate | 97.0% | 60.8%+36.1pp | 74.5%+22.5pp | - |
| Annual return | 70.17% | 12.43%+57.7pp | 24.88%+45.3pp | - |
| Employer contribution / active EE | $17,959 | $2,607+588.8% | $3,868+364.3% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,057-100.0% | - |
| Admin fee / account holder | $16,094 | $10,004+60.9% | $8,355+92.6% | - |