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 | $61,063 | $48,570+25.7% | $130,648-53.3% | $72,985-16.3% |
| Participation rate | 95.3% | 58.6%+36.7pp | 71.7%+23.6pp | 69.5%+25.8pp |
| Annual return | 24.73% | 38.63%-13.9pp | 1708.96%-1684.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,734 | $1,334+179.9% | $4,092-8.8% | $2,440+53.0% |
| Participant deferral / active EE | $9,760 | $2,384+309.4% | $3,603+170.9% | $3,607+170.6% |
| Admin fee / account holder | $1,016 | $3,549-71.4% | $5,464-81.4% | $5,124-80.2% |