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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,390 | $99,957-62.6% | $149,696-75.0% | $73,488-49.1% |
| Participation rate | 84.1% | 75.7%+8.4pp | 82.5%+1.6pp | 70.7%+13.4pp |
| Annual return | 13.75% | 53.87%-40.1pp | 276.60%-262.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $970 | $3,191-69.6% | $4,644-79.1% | $2,270-57.3% |
| Participant deferral / active EE | $3,320 | $6,073-45.3% | $6,842-51.5% | $3,740-11.2% |
| Admin fee / account holder | $337 | $551-38.9% | $9,309-96.4% | $513-34.4% |