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 | $58,564 | $59,417-1.4% | $93,606-37.4% | $74,495-21.4% |
| Participation rate | 70.9% | 59.7%+11.2pp | 68.7%+2.1pp | 67.2%+3.7pp |
| Annual return | 23.04% | 81.83%-58.8pp | 133.20%-110.2pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $1,141 | $1,264-9.7% | $2,420-52.8% | $2,623-56.5% |
| Participant deferral / active EE | $4,394 | $3,050+44.1% | $4,411-0.4% | $4,346+1.1% |
| Admin fee / account holder | $5,242 | $3,021+73.5% | $8,285-36.7% | $1,942+170.0% |