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 | $48,911 | $54,517-10.3% | $75,972-35.6% | $74,495-34.3% |
| Participation rate | 74.8% | 60.3%+14.5pp | 69.1%+5.7pp | 67.2%+7.6pp |
| Annual return | 26.26% | 31.82%-5.6pp | 359.55%-333.3pp | 1364.94%-1338.7pp |
| Employer contribution / active EE | $3,621 | $1,777+103.7% | $2,685+34.9% | $2,623+38.0% |
| Participant deferral / active EE | $7,177 | $3,066+134.1% | $4,255+68.7% | $4,346+65.2% |
| Admin fee / account holder | $5,937 | $2,229+166.4% | $6,467-8.2% | $1,942+205.7% |