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 8-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 | $41,001 | $91,538-55.2% | $129,995-68.5% | $75,163-45.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 23.12% | -631.11%+654.2pp | -137.18%+160.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $3,296 | $2,845+15.8% | $4,320-23.7% | $2,670+23.5% |
| Participant deferral / active EE | $9,149 | $4,341+110.7% | $5,820+57.2% | $4,125+121.8% |
| Admin fee / account holder | $5,198 | $6,790-23.4% | $10,614-51.0% | $5,651-8.0% |