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 7-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 | $85,090 | $86,929-2.1% | $102,423-16.9% | $80,856+5.2% |
| Participation rate | 98.7% | 72.4%+26.3pp | 76.5%+22.2pp | 67.6%+31.0pp |
| Annual return | 105.00% | 18.88%+86.1pp | 29.32%+75.7pp | 35.59%+69.4pp |
| Employer contribution / active EE | $6,674 | $2,369+181.7% | $3,023+120.8% | $2,755+142.3% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,237 | $8,049-72.2% | $9,451-76.3% | $6,918-67.7% |