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 | $86,588 | $79,171+9.4% | $102,423-15.5% | $74,495+16.2% |
| Participation rate | 95.6% | 74.8%+20.8pp | 76.5%+19.1pp | 67.2%+28.4pp |
| Annual return | 24691.55% | 54.93%+24636.6pp | 29.32%+24662.2pp | 1364.94%+23326.6pp |
| Employer contribution / active EE | $6,766 | $2,362+186.4% | $3,023+123.8% | $2,623+158.0% |
| Participant deferral / active EE | $6,590 | $4,415+49.3% | $5,053+30.4% | $4,346+51.7% |
| Admin fee / account holder | $17,412 | $2,001+770.3% | $9,451+84.2% | $1,942+796.7% |