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 | $100,534 | $48,795+106.0% | $65,493+53.5% | $84,808+18.5% |
| Participation rate | 90.7% | 67.0%+23.7pp | 73.1%+17.6pp | 68.3%+22.4pp |
| Annual return | 12.00% | 20.20%-8.2pp | 982.45%-970.4pp | 40.90%-28.9pp |
| Employer contribution / active EE | $10,352 | $1,930+436.4% | $2,574+302.1% | $2,631+293.5% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,294 | $3,877+113.9% | $5,028+64.9% | $7,344+12.9% |