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 | $107,429 | $55,415+93.9% | $155,509-30.9% | $74,495+44.2% |
| Participation rate | 83.7% | 61.9%+21.8pp | 78.2%+5.5pp | 67.2%+16.5pp |
| Annual return | 14.59% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,079 | $2,267-52.4% | $4,672-76.9% | $2,623-58.9% |
| Participant deferral / active EE | $6,439 | $2,836+127.0% | $5,626+14.4% | $4,346+48.2% |
| Admin fee / account holder | $1,315 | $1,738-24.4% | $15,912-91.7% | $1,942-32.3% |