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 | $73,428 | $78,926-7.0% | $136,749-46.3% | $84,808-13.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 17.24% | 18.17%-0.9pp | 24.33%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,911 | $2,134+36.4% | $3,400-14.4% | $2,631+10.6% |
| Participant deferral / active EE | $3,917 | $3,168+23.6% | $4,692-16.5% | $4,212-7.0% |
| Admin fee / account holder | $1,655 | $6,369-74.0% | $11,386-85.5% | $7,344-77.5% |