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 | $53,315 | $58,512-8.9% | $84,015-36.5% | $72,985-27.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 25.86% | 28.93%-3.1pp | 71.31%-45.4pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,287 | $1,163+96.6% | $1,983+15.3% | $2,440-6.3% |
| Participant deferral / active EE | $5,453 | $2,394+127.8% | $3,239+68.4% | $3,607+51.2% |
| Admin fee / account holder | $3,998 | $4,569-12.5% | $6,101-34.5% | $5,124-22.0% |