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 | $57,749 | $60,323-4.3% | $81,812-29.4% | $74,495-22.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.33% | 16.90%-0.6pp | 773.79%-757.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,718 | $2,620+3.7% | $2,912-6.7% | $2,623+3.6% |
| Participant deferral / active EE | $5,700 | $3,387+68.3% | $4,319+32.0% | $4,346+31.2% |
| Admin fee / account holder | $9,469 | $1,486+537.3% | $7,386+28.2% | $1,942+387.7% |