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 | $69,740 | $122,239-42.9% | $184,203-62.1% | $74,495-6.4% |
| Participation rate | 93.9% | 85.5%+8.4pp | 86.8%+7.0pp | 67.2%+26.7pp |
| Annual return | 197.87% | 19.95%+177.9pp | 28.81%+169.1pp | 1364.94%-1167.1pp |
| Employer contribution / active EE | $4,668 | $4,537+2.9% | $6,427-27.4% | $2,623+78.0% |
| Participant deferral / active EE | $10,076 | $7,139+41.2% | $9,131+10.4% | $4,346+131.9% |
| Admin fee / account holder | $3,503 | $1,260+178.1% | $13,901-74.8% | $1,942+80.4% |