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 | $40,768 | $70,475-42.2% | $100,516-59.4% | $79,858-48.9% |
| Participation rate | 95.5% | 73.7%+21.8pp | 79.4%+16.1pp | 69.6%+25.8pp |
| Annual return | 59.75% | 21.90%+37.9pp | 30.89%+28.9pp | 31.71%+28.0pp |
| Employer contribution / active EE | $6,669 | $2,165+208.1% | $3,418+95.1% | $2,471+169.9% |
| Participant deferral / active EE | $10,708 | $5,181+106.7% | $6,270+70.8% | $3,740+186.3% |
| Admin fee / account holder | $1,042 | $4,478-76.7% | $8,081-87.1% | $5,306-80.4% |