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 | $72,909 | $69,763+4.5% | $67,502+8.0% | $74,495-2.1% |
| Participation rate | 96.0% | 71.4%+24.6pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 15.91% | -40.34%+56.2pp | 3512.12%-3496.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $3,434 | $2,704+27.0% | $2,731+25.8% | $2,623+30.9% |
| Participant deferral / active EE | $7,619 | $3,636+109.5% | $4,000+90.5% | $4,346+75.3% |
| Admin fee / account holder | $3,971 | $896+343.2% | $3,998-0.7% | $1,942+104.5% |