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 9-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 | $53,113 | $101,724-47.8% | $164,813-67.8% | $80,856-34.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.67% | 16.72%-1.0pp | 69.93%-54.3pp | 35.59%-19.9pp |
| Employer contribution / active EE | $7,207 | $2,953+144.0% | $4,341+66.0% | $2,755+161.6% |
| Participant deferral / active EE | $5,189 | $4,477+15.9% | $6,031-14.0% | $4,296+20.8% |
| Admin fee / account holder | $2,217 | $8,227-73.0% | $12,690-82.5% | $6,918-67.9% |