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 | $83,752 | $86,286-2.9% | $111,297-24.7% | $85,850-2.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.46% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,012 | $2,043+47.4% | $2,731+10.3% | $2,565+17.4% |
| Participant deferral / active EE | $3,103 | $3,641-14.8% | $4,487-30.9% | $3,952-21.5% |
| Admin fee / account holder | $4,237 | $8,188-48.3% | $7,964-46.8% | $6,260-32.3% |