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 7-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 | $91,976 | $122,239-24.8% | $184,203-50.1% | $74,495+23.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 20.41% | 19.95%+0.5pp | 28.81%-8.4pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $7,276 | $4,537+60.4% | $6,427+13.2% | $2,623+177.4% |
| Participant deferral / active EE | $11,098 | $7,139+55.5% | $9,131+21.5% | $4,346+155.4% |
| Admin fee / account holder | $548 | $1,260-56.5% | $13,901-96.1% | $1,942-71.8% |