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 | $60,623 | $68,914-12.0% | $136,749-55.7% | $74,304-18.4% |
| Participation rate | 71.1% | 51.3%+19.7pp | 72.1%-1.0pp | 60.3%+10.7pp |
| Annual return | 296.06% | 16.34%+279.7pp | 24.33%+271.7pp | 29.43%+266.6pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,162 | $2,541+24.4% | $4,692-32.6% | $3,767-16.1% |
| Admin fee / account holder | $1,157 | $3,149-63.3% | $11,386-89.8% | $2,969-61.0% |