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 | $75,367 | $56,638+33.1% | $169,368-55.5% | $74,419+1.3% |
| Participation rate | 78.5% | 67.5%+11.0pp | 77.1%+1.4pp | 70.7%+7.8pp |
| Annual return | 74.93% | 24.75%+50.2pp | 405.60%-330.7pp | 34.38%+40.6pp |
| Employer contribution / active EE | $5,284 | $2,027+160.7% | $4,013+31.7% | $2,637+100.3% |
| Participant deferral / active EE | $7,998 | $4,223+89.4% | $6,221+28.6% | $4,528+76.6% |
| Admin fee / account holder | $6,070 | $307+1880.3% | $9,003-32.6% | $348+1645.1% |