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 | $60,945 | $89,355-31.8% | $141,162-56.8% | $72,985-16.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 63.82% | 111.85%-48.0pp | 71.39%-7.6pp | 81.00%-17.2pp |
| Employer contribution / active EE | $9,902 | $3,114+217.9% | $4,735+109.1% | $2,440+305.8% |
| Participant deferral / active EE | $7,089 | $5,418+30.8% | $6,709+5.7% | $3,607+96.5% |
| Admin fee / account holder | $3,698 | $5,958-37.9% | $10,261-64.0% | $5,124-27.8% |