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 8-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 | $34,098 | $99,957-65.9% | $149,696-77.2% | $73,488-53.6% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.1pp | 70.7%+25.9pp |
| Annual return | 24.57% | 53.87%-29.3pp | 276.60%-252.0pp | 28.51%-3.9pp |
| Employer contribution / active EE | $7,075 | $3,191+121.7% | $4,644+52.3% | $2,270+211.7% |
| Participant deferral / active EE | $8,111 | $6,073+33.6% | $6,842+18.5% | $3,740+116.9% |
| Admin fee / account holder | $1,513 | $551+174.8% | $9,309-83.7% | $513+194.9% |