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 | $51,337 | $99,957-48.6% | $149,696-65.7% | $73,488-30.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.17% | 53.87%-35.7pp | 276.60%-258.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $4,351 | $3,191+36.3% | $4,644-6.3% | $2,270+91.7% |
| Participant deferral / active EE | $3,977 | $6,073-34.5% | $6,842-41.9% | $3,740+6.4% |
| Admin fee / account holder | $608 | $551+10.4% | $9,309-93.5% | $513+18.5% |