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 | $78,455 | $88,083-10.9% | $164,813-52.4% | $74,495+5.3% |
| Participation rate | 75.1% | 73.0%+2.1pp | 78.6%-3.5pp | 67.2%+7.9pp |
| Annual return | 127.56% | 17.26%+110.3pp | 69.93%+57.6pp | 1364.94%-1237.4pp |
| Employer contribution / active EE | $2,548 | $2,593-1.7% | $4,341-41.3% | $2,623-2.9% |
| Participant deferral / active EE | $7,170 | $4,498+59.4% | $6,031+18.9% | $4,346+65.0% |
| Admin fee / account holder | $6,332 | $2,234+183.5% | $12,690-50.1% | $1,942+226.1% |