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 10-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 | $72,237 | $58,208+24.1% | $81,812-11.7% | $80,856-10.7% |
| Participation rate | 90.5% | 63.4%+27.1pp | 72.3%+18.2pp | 67.6%+22.9pp |
| Annual return | 12.11% | 41.66%-29.6pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,683 | $3,281+12.3% | $4,319-14.7% | $4,296-14.3% |
| Admin fee / account holder | $1,686 | $4,981-66.2% | $7,386-77.2% | $6,918-75.6% |