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 | $81,867 | $101,317-19.2% | $146,958-44.3% | $74,495+9.9% |
| Participation rate | 73.0% | 75.5%-2.5pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 497.01% | 8730.91%-8233.9pp | 418.34%+78.7pp | 1364.94%-867.9pp |
| Employer contribution / active EE | $6,085 | $3,810+59.7% | $4,933+23.4% | $2,623+132.0% |
| Participant deferral / active EE | $10,367 | $7,303+42.0% | $8,070+28.5% | $4,346+138.6% |
| Admin fee / account holder | $6,793 | $1,739+290.7% | $12,998-47.7% | $1,942+249.9% |