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 | $56,319 | $55,415+1.6% | $155,509-63.8% | $74,495-24.4% |
| Participation rate | 92.9% | 61.9%+31.0pp | 78.2%+14.7pp | 67.2%+25.7pp |
| Annual return | 15.30% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,395 | $2,267-38.5% | $4,672-70.1% | $2,623-46.8% |
| Participant deferral / active EE | $5,886 | $2,836+107.5% | $5,626+4.6% | $4,346+35.4% |
| Admin fee / account holder | $6,096 | $1,738+250.7% | $15,912-61.7% | $1,942+213.9% |