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 | $72,273 | $86,655-16.6% | $119,609-39.6% | $66,914+8.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 23.86% | -8.00%+31.9pp | -14.97%+38.8pp | 1.58%+22.3pp |
| Employer contribution / active EE | $3,832 | $2,536+51.1% | $4,232-9.5% | $2,544+50.6% |
| Participant deferral / active EE | $5,471 | $4,358+25.5% | $5,602-2.3% | $4,237+29.1% |
| Admin fee / account holder | $1,329 | $755+76.1% | $10,323-87.1% | $593+124.0% |