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 7-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 | $33,546 | $99,957-66.4% | $149,696-77.6% | $73,488-54.4% |
| Participation rate | 93.8% | 75.7%+18.1pp | 82.5%+11.4pp | 70.7%+23.1pp |
| Annual return | 178.48% | 53.87%+124.6pp | 276.60%-98.1pp | 28.51%+150.0pp |
| Employer contribution / active EE | $2,965 | $3,191-7.1% | $4,644-36.2% | $2,270+30.6% |
| Participant deferral / active EE | $8,487 | $6,073+39.8% | $6,842+24.0% | $3,740+127.0% |
| Admin fee / account holder | $553 | $551+0.4% | $9,309-94.1% | $513+7.8% |