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 | $77,032 | $65,409+17.8% | $98,442-21.7% | $85,850-10.3% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.3%+24.3pp | 69.3%+28.4pp |
| Annual return | 14.11% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,815 | $2,168+76.0% | $2,960+28.9% | $2,565+48.7% |
| Participant deferral / active EE | $2,569 | $3,166-18.9% | $4,276-39.9% | $3,952-35.0% |
| Admin fee / account holder | $1,748 | $4,593-61.9% | $5,949-70.6% | $6,260-72.1% |