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 | $47,997 | $62,327-23.0% | $120,354-60.1% | $74,495-35.6% |
| Participation rate | 73.6% | 56.8%+16.8pp | 71.9%+1.7pp | 67.2%+6.4pp |
| Annual return | 192.63% | 18.61%+174.0pp | 107.15%+85.5pp | 1364.94%-1172.3pp |
| Employer contribution / active EE | $696 | $1,843-62.2% | $3,463-79.9% | $2,623-73.5% |
| Participant deferral / active EE | $1,323 | $2,893-54.3% | $4,991-73.5% | $4,346-69.6% |
| Admin fee / account holder | $4,156 | $2,396+73.5% | $9,423-55.9% | $1,942+114.0% |