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 | $53,170 | $66,528-20.1% | $86,874-38.8% | $86,799-38.7% |
| Participation rate | 92.1% | 72.4%+19.7pp | 71.6%+20.4pp | 72.3%+19.8pp |
| Annual return | 1056.88% | 19.56%+1037.3pp | 63.52%+993.4pp | 97.91%+959.0pp |
| Employer contribution / active EE | $2,061 | $2,007+2.7% | $2,495-17.4% | $2,405-14.3% |
| Participant deferral / active EE | $2,305 | $3,240-28.9% | $3,699-37.7% | $4,131-44.2% |
| Admin fee / account holder | $4,096 | $148+2665.4% | $5,828-29.7% | $170+2315.8% |