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 7-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 | $34,614 | $59,417-41.7% | $93,606-63.0% | $74,495-53.5% |
| Participation rate | 79.9% | 59.7%+20.2pp | 68.7%+11.2pp | 67.2%+12.7pp |
| Annual return | 624.35% | 81.83%+542.5pp | 133.20%+491.2pp | 1364.94%-740.6pp |
| Employer contribution / active EE | $1,649 | $1,264+30.5% | $2,420-31.8% | $2,623-37.1% |
| Participant deferral / active EE | $3,527 | $3,050+15.6% | $4,411-20.0% | $4,346-18.8% |
| Admin fee / account holder | $12,261 | $3,021+305.8% | $8,285+48.0% | $1,942+531.5% |