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 | $28,385 | $54,705-48.1% | $71,209-60.1% | $84,808-66.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.86% | 35.90%-22.0pp | 282.51%-268.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,907 | $2,158+81.1% | $2,721+43.6% | $2,631+48.5% |
| Participant deferral / active EE | $2,359 | $3,030-22.2% | $4,175-43.5% | $4,212-44.0% |
| Admin fee / account holder | $4,816 | $4,863-1.0% | $5,349-10.0% | $7,344-34.4% |