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 3-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 | $115,964 | $54,705+112.0% | $71,209+62.8% | $84,808+36.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.66% | 35.90%-20.2pp | 282.51%-266.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,249 | $2,158+235.9% | $2,721+166.4% | $2,631+175.5% |
| Participant deferral / active EE | $5,630 | $3,030+85.8% | $4,175+34.8% | $4,212+33.7% |
| Admin fee / account holder | $1,386 | $4,863-71.5% | $5,349-74.1% | $7,344-81.1% |