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 | $91,651 | $77,314+18.5% | $177,989-48.5% | $80,856+13.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 22.12% | 18.09%+4.0pp | 294.48%-272.4pp | 35.59%-13.5pp |
| Employer contribution / active EE | $6,488 | $2,292+183.1% | $3,949+64.3% | $2,755+135.5% |
| Participant deferral / active EE | $13,925 | $4,411+215.7% | $6,276+121.9% | $4,296+224.2% |
| Admin fee / account holder | $6,673 | $7,191-7.2% | $10,363-35.6% | $6,918-3.5% |