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 | $68,885 | $48,046+43.4% | $84,611-18.6% | $72,985-5.6% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 23.70% | 37.38%-13.7pp | 258.74%-235.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,138 | $1,602+95.9% | $2,652+18.3% | $2,440+28.6% |
| Participant deferral / active EE | $7,840 | $2,680+192.5% | $3,899+101.1% | $3,607+117.3% |
| Admin fee / account holder | $4,445 | $3,395+31.0% | $4,912-9.5% | $5,124-13.2% |