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 | $30,820 | $69,763-55.8% | $67,502-54.3% | $74,495-58.6% |
| Participation rate | 86.7% | 71.4%+15.4pp | 72.9%+13.9pp | 67.2%+19.5pp |
| Annual return | 17.14% | -40.34%+57.5pp | 3512.12%-3495.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,290 | $2,704-52.3% | $2,731-52.8% | $2,623-50.8% |
| Participant deferral / active EE | $3,114 | $3,636-14.4% | $4,000-22.1% | $4,346-28.3% |
| Admin fee / account holder | $4,110 | $896+358.8% | $3,998+2.8% | $1,942+111.7% |