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 | $116,961 | $102,317+14.3% | $146,958-20.4% | $80,856+44.7% |
| Participation rate | 98.8% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 12.48% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,895 | $3,713+31.8% | $4,933-0.8% | $2,755+77.7% |
| Participant deferral / active EE | $6,983 | $6,644+5.1% | $8,070-13.5% | $4,296+62.6% |
| Admin fee / account holder | $934 | $7,941-88.2% | $12,998-92.8% | $6,918-86.5% |