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 | $56,157 | $59,417-5.5% | $93,606-40.0% | $74,495-24.6% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 20.70% | 81.83%-61.1pp | 133.20%-112.5pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $831 | $1,264-34.2% | $2,420-65.7% | $2,623-68.3% |
| Participant deferral / active EE | $3,476 | $3,050+14.0% | $4,411-21.2% | $4,346-20.0% |
| Admin fee / account holder | $13,013 | $3,021+330.7% | $8,285+57.1% | $1,942+570.2% |