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 | $135,412 | $104,475+29.6% | $159,436-15.1% | $79,386+70.6% |
| Participation rate | 94.2% | 76.6%+17.6pp | 82.8%+11.4pp | 70.7%+23.5pp |
| Annual return | 19.17% | 67.95%-48.8pp | 263.57%-244.4pp | 116.85%-97.7pp |
| Employer contribution / active EE | $3,526 | $3,417+3.2% | $4,829-27.0% | $2,427+45.3% |
| Participant deferral / active EE | $7,485 | $6,467+15.7% | $7,352+1.8% | $4,046+85.0% |
| Admin fee / account holder | $25,803 | $711+3528.4% | $10,799+139.0% | $626+4019.1% |