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 | $109,030 | $102,553+6.3% | $151,611-28.1% | $66,914+62.9% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.5%+9.8pp | 69.8%+27.4pp |
| Annual return | 460.09% | -10.82%+470.9pp | 3.33%+456.8pp | 1.58%+458.5pp |
| Employer contribution / active EE | $4,340 | $4,180+3.8% | $6,166-29.6% | $2,544+70.6% |
| Participant deferral / active EE | $8,592 | $6,641+29.4% | $8,363+2.7% | $4,237+102.8% |
| Admin fee / account holder | $2,612 | $630+314.8% | $11,616-77.5% | $593+340.4% |