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 | $11,851 | $58,208-79.6% | $81,812-85.5% | $80,856-85.3% |
| Participation rate | 91.0% | 63.4%+27.6pp | 72.3%+18.7pp | 67.6%+23.4pp |
| Annual return | 82.96% | 41.66%+41.3pp | 773.79%-690.8pp | 35.59%+47.4pp |
| Employer contribution / active EE | $1,639 | $2,340-30.0% | $2,912-43.7% | $2,755-40.5% |
| Participant deferral / active EE | $2,213 | $3,281-32.5% | $4,319-48.7% | $4,296-48.5% |
| Admin fee / account holder | $1,590 | $4,981-68.1% | $7,386-78.5% | $6,918-77.0% |