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 | $78,810 | $83,902-6.1% | $167,512-53.0% | $84,808-7.1% |
| Participation rate | 87.4% | 66.5%+20.9pp | 77.1%+10.3pp | 68.3%+19.1pp |
| Annual return | 19.48% | 91.55%-72.1pp | 1615.79%-1596.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,531 | $2,264+144.3% | $3,882+42.5% | $2,631+110.2% |
| Participant deferral / active EE | $10,689 | $4,442+140.6% | $6,405+66.9% | $4,212+153.8% |
| Admin fee / account holder | $4,839 | $7,915-38.9% | $9,769-50.5% | $7,344-34.1% |