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 9-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 | $35,828 | $54,517-34.3% | $75,972-52.8% | $74,495-51.9% |
| Participation rate | 85.3% | 60.3%+25.0pp | 69.1%+16.3pp | 67.2%+18.1pp |
| Annual return | 25.34% | 31.82%-6.5pp | 359.55%-334.2pp | 1364.94%-1339.6pp |
| Employer contribution / active EE | $2,122 | $1,777+19.4% | $2,685-21.0% | $2,623-19.1% |
| Participant deferral / active EE | $4,573 | $3,066+49.2% | $4,255+7.5% | $4,346+5.2% |
| Admin fee / account holder | $3,264 | $2,229+46.4% | $6,467-49.5% | $1,942+68.1% |