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 | $55,603 | $81,248-31.6% | $155,509-64.2% | $80,856-31.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.75% | 33.31%-17.6pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,632 | $3,100+49.4% | $4,672-0.9% | $2,755+68.2% |
| Participant deferral / active EE | $2,400 | $3,452-30.5% | $5,626-57.3% | $4,296-44.1% |
| Admin fee / account holder | $776 | $7,997-90.3% | $15,912-95.1% | $6,918-88.8% |