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 5-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 | $23,812 | $93,571-74.6% | $135,903-82.5% | $75,163-68.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 71.84% | 30.90%+40.9pp | 68.23%+3.6pp | 160.62%-88.8pp |
| Employer contribution / active EE | $3,120 | $3,537-11.8% | $4,856-35.8% | $2,670+16.8% |
| Participant deferral / active EE | $7,240 | $6,404+13.0% | $7,758-6.7% | $4,125+75.5% |
| Admin fee / account holder | $444 | $6,975-93.6% | $10,762-95.9% | $5,651-92.1% |