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 10-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 | $59,282 | $93,571-36.6% | $135,903-56.4% | $75,163-21.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.28% | 30.90%-3.6pp | 68.23%-41.0pp | 160.62%-133.3pp |
| Employer contribution / active EE | $7,110 | $3,537+101.0% | $4,856+46.4% | $2,670+166.3% |
| Participant deferral / active EE | $9,387 | $6,404+46.6% | $7,758+21.0% | $4,125+127.6% |
| Admin fee / account holder | $1,485 | $6,975-78.7% | $10,762-86.2% | $5,651-73.7% |