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 6-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 | $33,833 | $102,317-66.9% | $146,958-77.0% | $80,856-58.2% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 20.86% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $4,281 | $3,713+15.3% | $4,933-13.2% | $2,755+55.4% |
| Participant deferral / active EE | $8,398 | $6,644+26.4% | $8,070+4.1% | $4,296+95.5% |
| Admin fee / account holder | $1,575 | $7,941-80.2% | $12,998-87.9% | $6,918-77.2% |