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 | $66,092 | $68,346-3.3% | $94,646-30.2% | $75,163-12.1% |
| Participation rate | 81.4% | 76.1%+5.3pp | 80.8%+0.5pp | 67.2%+14.2pp |
| Annual return | 38.54% | 616.93%-578.4pp | 156.71%-118.2pp | 160.62%-122.1pp |
| Employer contribution / active EE | $2,213 | $2,701-18.1% | $3,672-39.7% | $2,670-17.1% |
| Participant deferral / active EE | $5,844 | $6,537-10.6% | $7,418-21.2% | $4,125+41.7% |
| Admin fee / account holder | $4,728 | $5,326-11.2% | $7,231-34.6% | $5,651-16.3% |