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 4-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 | $42,235 | $79,944-47.2% | $98,439-57.1% | $75,163-43.8% |
| Participation rate | 87.4% | 70.4%+17.0pp | 75.2%+12.2pp | 67.2%+20.2pp |
| Annual return | 85.49% | 19.75%+65.7pp | 21.16%+64.3pp | 160.62%-75.1pp |
| Employer contribution / active EE | $6,479 | $2,264+186.2% | $3,048+112.6% | $2,670+142.7% |
| Participant deferral / active EE | $12,119 | $3,752+223.0% | $4,738+155.8% | $4,125+193.8% |
| Admin fee / account holder | $869 | $6,840-87.3% | $8,948-90.3% | $5,651-84.6% |