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 | $94,126 | $53,127+77.2% | $86,590+8.7% | $70,131+34.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.40% | 27.66%-11.3pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $5,449 | $2,068+163.5% | $2,839+91.9% | $2,342+132.6% |
| Participant deferral / active EE | $8,531 | $2,696+216.5% | $3,609+136.4% | $3,332+156.1% |
| Admin fee / account holder | $4,111 | $3,585+14.7% | $4,906-16.2% | $4,645-11.5% |