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 | $85,842 | $96,484-11.0% | $156,263-45.1% | $74,304+15.5% |
| Participation rate | 84.6% | 67.7%+16.9pp | 78.9%+5.6pp | 60.3%+24.2pp |
| Annual return | 117.04% | 17.73%+99.3pp | 59.47%+57.6pp | 29.43%+87.6pp |
| Employer contribution / active EE | $1,938 | $2,528-23.3% | $4,333-55.3% | $2,241-13.5% |
| Participant deferral / active EE | $4,475 | $4,286+4.4% | $6,158-27.3% | $3,767+18.8% |
| Admin fee / account holder | $41,016 | $3,728+1000.3% | $14,255+187.7% | $2,969+1281.5% |