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 5-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 | $37,900 | $101,317-62.6% | $146,958-74.2% | $74,495-49.1% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 50.35% | 8730.91%-8680.6pp | 418.34%-368.0pp | 1364.94%-1314.6pp |
| Employer contribution / active EE | $9,019 | $3,810+136.7% | $4,933+82.8% | $2,623+243.8% |
| Participant deferral / active EE | $8,471 | $7,303+16.0% | $8,070+5.0% | $4,346+94.9% |
| Admin fee / account holder | $4,032 | $1,739+131.9% | $12,998-69.0% | $1,942+107.7% |