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 | $47,014 | $84,556-44.4% | $116,228-59.6% | $74,304-36.7% |
| Participation rate | 81.9% | 66.0%+15.9pp | 74.6%+7.3pp | 60.3%+21.5pp |
| Annual return | 465.93% | 18.35%+447.6pp | 90.06%+375.9pp | 29.43%+436.5pp |
| Employer contribution / active EE | $2,831 | $2,168+30.6% | $2,994-5.4% | $2,241+26.3% |
| Participant deferral / active EE | $4,475 | $3,814+17.3% | $4,953-9.6% | $3,767+18.8% |
| Admin fee / account holder | $17,576 | $3,792+363.5% | $11,989+46.6% | $2,969+492.0% |