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 8-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 | $75,481 | $73,933+2.1% | $96,683-21.9% | $75,163+0.4% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.3pp | 67.2%+25.4pp |
| Annual return | 56.42% | 26.70%+29.7pp | 35.69%+20.7pp | 160.62%-104.2pp |
| Employer contribution / active EE | $10,792 | $2,928+268.6% | $3,737+188.8% | $2,670+304.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,594 | $5,216-11.9% | $6,730-31.7% | $5,651-18.7% |