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 7-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 | $38,001 | $88,634-57.1% | $101,326-62.5% | $74,304-48.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 31.47% | 33.10%-1.6pp | 36.82%-5.4pp | 29.43%+2.0pp |
| Employer contribution / active EE | $3,672 | $2,930+25.3% | $3,665+0.2% | $2,241+63.8% |
| Participant deferral / active EE | $10,623 | $7,322+45.1% | $7,994+32.9% | $3,767+182.0% |
| Admin fee / account holder | $2,235 | $2,425-7.8% | $11,185-80.0% | $2,969-24.7% |