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 | $54,675 | $91,190-40.0% | $178,490-69.4% | $79,858-31.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.11% | 24.19%-11.1pp | 151.07%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,887 | $3,256-42.0% | $5,011-62.3% | $2,471-23.6% |
| Participant deferral / active EE | $4,255 | $3,236+31.5% | $5,202-18.2% | $3,740+13.8% |
| Admin fee / account holder | $6,595 | $6,751-2.3% | $13,984-52.8% | $5,306+24.3% |