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 | $35,081 | $70,908-50.5% | $98,907-64.5% | $73,488-52.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 86.87% | 34.17%+52.7pp | 196.43%-109.6pp | 28.51%+58.4pp |
| Employer contribution / active EE | $5,556 | $2,036+172.9% | $2,689+106.6% | $2,270+144.8% |
| Participant deferral / active EE | $9,789 | $3,500+179.7% | $4,244+130.6% | $3,740+161.8% |
| Admin fee / account holder | $1,644 | $535+207.3% | $6,642-75.2% | $513+220.4% |