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 4-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 | $24,458 | $55,415-55.9% | $155,509-84.3% | $74,495-67.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 25.47% | 268.50%-243.0pp | 64.67%-39.2pp | 1364.94%-1339.5pp |
| Employer contribution / active EE | $2,893 | $2,267+27.6% | $4,672-38.1% | $2,623+10.3% |
| Participant deferral / active EE | $5,123 | $2,836+80.6% | $5,626-8.9% | $4,346+17.9% |
| Admin fee / account holder | $1,284 | $1,738-26.2% | $15,912-91.9% | $1,942-33.9% |