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 | $55,541 | $84,556-34.3% | $116,228-52.2% | $74,304-25.3% |
| Participation rate | 83.3% | 66.0%+17.2pp | 74.6%+8.7pp | 60.3%+22.9pp |
| Annual return | 83.51% | 18.35%+65.2pp | 90.06%-6.6pp | 29.43%+54.1pp |
| Employer contribution / active EE | $2,398 | $2,168+10.6% | $2,994-19.9% | $2,241+7.0% |
| Participant deferral / active EE | $13,343 | $3,814+249.8% | $4,953+169.4% | $3,767+254.2% |
| Admin fee / account holder | $1,195 | $3,792-68.5% | $11,989-90.0% | $2,969-59.7% |