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 | $65,252 | $81,474-19.9% | $133,956-51.3% | $73,488-11.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 27.40% | 19.40%+8.0pp | 45.09%-17.7pp | 28.51%-1.1pp |
| Employer contribution / active EE | $4,856 | $2,209+119.8% | $3,919+23.9% | $2,270+113.9% |
| Participant deferral / active EE | $2,593 | $3,786-31.5% | $5,048-48.6% | $3,740-30.7% |
| Admin fee / account holder | $1,231 | $713+72.7% | $8,927-86.2% | $513+140.0% |