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 | $110,961 | $109,413+1.4% | $156,263-29.0% | $84,808+30.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.73% | 20.18%-4.5pp | 59.47%-43.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $10,651 | $2,907+266.4% | $4,333+145.8% | $2,631+304.8% |
| Participant deferral / active EE | $4,283 | $4,590-6.7% | $6,158-30.4% | $4,212+1.7% |
| Admin fee / account holder | $4,344 | $9,357-53.6% | $14,255-69.5% | $7,344-40.9% |