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 | $72,238 | $105,181-31.3% | $159,436-54.7% | $85,850-15.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.46% | 45.07%-24.6pp | 263.57%-243.1pp | 318.53%-298.1pp |
| Employer contribution / active EE | $6,336 | $3,318+90.9% | $4,829+31.2% | $2,565+147.0% |
| Participant deferral / active EE | $13,057 | $5,945+119.6% | $7,352+77.6% | $3,952+230.4% |
| Admin fee / account holder | $5,660 | $6,933-18.4% | $10,799-47.6% | $6,260-9.6% |