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 4-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 | $86,598 | $102,317-15.4% | $146,958-41.1% | $80,856+7.1% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 34.37% | 134.76%-100.4pp | 418.34%-384.0pp | 35.59%-1.2pp |
| Employer contribution / active EE | $9,018 | $3,713+142.9% | $4,933+82.8% | $2,755+227.3% |
| Participant deferral / active EE | $20,565 | $6,644+209.5% | $8,070+154.8% | $4,296+378.7% |
| Admin fee / account holder | $5,489 | $7,941-30.9% | $12,998-57.8% | $6,918-20.7% |