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 | $100,786 | $105,181-4.2% | $159,436-36.8% | $85,850+17.4% |
| Participation rate | 96.8% | 75.8%+21.1pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 12.77% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $7,288 | $3,318+119.6% | $4,829+50.9% | $2,565+184.1% |
| Participant deferral / active EE | $9,253 | $5,945+55.7% | $7,352+25.9% | $3,952+134.2% |
| Admin fee / account holder | $23,160 | $6,933+234.0% | $10,799+114.5% | $6,260+270.0% |