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 | $37,055 | $58,926-37.1% | $97,226-61.9% | $74,495-50.3% |
| Participation rate | 76.1% | 63.5%+12.6pp | 72.7%+3.4pp | 67.2%+8.9pp |
| Annual return | 29.91% | 16.04%+13.9pp | 75.13%-45.2pp | 1364.94%-1335.0pp |
| Employer contribution / active EE | $1,845 | $1,894-2.6% | $2,729-32.4% | $2,623-29.7% |
| Participant deferral / active EE | $4,394 | $3,664+19.9% | $4,264+3.1% | $4,346+1.1% |
| Admin fee / account holder | $2,808 | $1,974+42.3% | $5,654-50.3% | $1,942+44.6% |