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 | $137,828 | $102,317+34.7% | $146,958-6.2% | $80,856+70.5% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.2%-4.0pp | 67.6%+10.5pp |
| Annual return | 18.98% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,496 | $3,713-32.8% | $4,933-49.4% | $2,755-9.4% |
| Participant deferral / active EE | $4,690 | $6,644-29.4% | $8,070-41.9% | $4,296+9.2% |
| Admin fee / account holder | $1,316 | $7,941-83.4% | $12,998-89.9% | $6,918-81.0% |