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 | $92,194 | $84,936+8.5% | $111,297-17.2% | $79,386+16.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 77.3%+19.0pp | 70.7%+25.6pp |
| Annual return | 39.59% | 17.45%+22.1pp | 54.65%-15.1pp | 116.85%-77.3pp |
| Employer contribution / active EE | $4,295 | $1,979+117.0% | $2,731+57.3% | $2,427+76.9% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2,247 | $537+318.3% | $7,964-71.8% | $626+258.7% |