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 6-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 | $36,747 | $102,317-64.1% | $146,958-75.0% | $80,856-54.6% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 20.05% | 134.76%-114.7pp | 418.34%-398.3pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,428 | $3,713-34.6% | $4,933-50.8% | $2,755-11.9% |
| Participant deferral / active EE | $5,991 | $6,644-9.8% | $8,070-25.8% | $4,296+39.5% |
| Admin fee / account holder | $3,504 | $7,941-55.9% | $12,998-73.0% | $6,918-49.3% |