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 | $68,688 | $85,202-19.4% | $172,739-60.2% | $72,985-5.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.93% | 27.32%-1.4pp | 802.84%-776.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,169 | $3,324-34.8% | $5,143-57.8% | $2,440-11.1% |
| Participant deferral / active EE | $4,345 | $3,260+33.3% | $5,198-16.4% | $3,607+20.4% |
| Admin fee / account holder | $3,329 | $5,884-43.4% | $13,954-76.1% | $5,124-35.0% |