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 9-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 | $38,641 | $84,487-54.3% | $125,339-69.2% | $66,914-42.3% |
| Participation rate | 86.3% | 76.4%+9.8pp | 82.4%+3.9pp | 69.8%+16.4pp |
| Annual return | 14.01% | -8.39%+22.4pp | 572.05%-558.0pp | 1.58%+12.4pp |
| Employer contribution / active EE | $4,848 | $3,553+36.5% | $4,814+0.7% | $2,544+90.6% |
| Participant deferral / active EE | $11,398 | $6,781+68.1% | $7,446+53.1% | $4,237+169.0% |
| Admin fee / account holder | $1,931 | $685+181.9% | $10,010-80.7% | $593+225.5% |