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 4-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 | $115,386 | $73,360+57.3% | $177,989-35.2% | $74,495+54.9% |
| Participation rate | 82.9% | 66.6%+16.2pp | 77.1%+5.8pp | 67.2%+15.7pp |
| Annual return | 14.46% | 17.49%-3.0pp | 294.48%-280.0pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,046 | $2,216+37.4% | $3,949-22.9% | $2,623+16.1% |
| Participant deferral / active EE | $5,297 | $4,513+17.4% | $6,276-15.6% | $4,346+21.9% |
| Admin fee / account holder | $1,702 | $1,808-5.8% | $10,363-83.6% | $1,942-12.3% |