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 | $93,497 | $101,317-7.7% | $146,958-36.4% | $74,495+25.5% |
| Participation rate | 89.1% | 75.5%+13.6pp | 82.2%+7.0pp | 67.2%+21.9pp |
| Annual return | 22.37% | 8730.91%-8708.5pp | 418.34%-396.0pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $6,600 | $3,810+73.2% | $4,933+33.8% | $2,623+151.6% |
| Participant deferral / active EE | $13,102 | $7,303+79.4% | $8,070+62.4% | $4,346+201.5% |
| Admin fee / account holder | $3,137 | $1,739+80.4% | $12,998-75.9% | $1,942+61.6% |