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 | $48,714 | $49,915-2.4% | $154,803-68.5% | $74,304-34.4% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 26.72% | 34.06%-7.3pp | 58.88%-32.2pp | 29.43%-2.7pp |
| Employer contribution / active EE | $2,932 | $1,611+81.9% | $4,305-31.9% | $2,241+30.8% |
| Participant deferral / active EE | $5,520 | $2,255+144.8% | $5,540-0.4% | $3,767+46.5% |
| Admin fee / account holder | $1,145 | $2,189-47.7% | $14,329-92.0% | $2,969-61.4% |