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 | $69,290 | $83,902-17.4% | $167,512-58.6% | $84,808-18.3% |
| Participation rate | 78.4% | 66.5%+11.9pp | 77.1%+1.3pp | 68.3%+10.0pp |
| Annual return | 13.90% | 91.55%-77.6pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,535 | $2,264-32.2% | $3,882-60.5% | $2,631-41.7% |
| Participant deferral / active EE | $2,455 | $4,442-44.7% | $6,405-61.7% | $4,212-41.7% |
| Admin fee / account holder | $2,544 | $7,915-67.9% | $9,769-74.0% | $7,344-65.4% |