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 | $239,416 | $54,705+337.6% | $71,209+236.2% | $84,808+182.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 24.21% | 35.90%-11.7pp | 282.51%-258.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $21,612 | $2,158+901.5% | $2,721+694.3% | $2,631+721.4% |
| Participant deferral / active EE | $14,162 | $3,030+367.3% | $4,175+239.2% | $4,212+236.3% |
| Admin fee / account holder | $7,903 | $4,863+62.5% | $5,349+47.7% | $7,344+7.6% |