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 | $29,916 | $45,073-33.6% | $69,455-56.9% | $72,985-59.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.35% | 22.65%-4.3pp | 28.97%-10.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,475 | $2,054+69.2% | $2,779+25.1% | $2,440+42.4% |
| Participant deferral / active EE | $1,921 | $2,602-26.2% | $3,535-45.7% | $3,607-46.7% |
| Admin fee / account holder | $1,528 | $3,056-50.0% | $3,839-60.2% | $5,124-70.2% |