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 | $44,701 | $48,230-7.3% | $67,502-33.8% | $80,856-44.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.78% | 18.28%-0.5pp | 3512.12%-3494.3pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,845 | $2,020+90.4% | $2,731+40.8% | $2,755+39.6% |
| Participant deferral / active EE | $5,409 | $2,924+85.0% | $4,000+35.2% | $4,296+25.9% |
| Admin fee / account holder | $2,307 | $3,681-37.3% | $3,998-42.3% | $6,918-66.6% |