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 10-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 | $72,375 | $81,248-10.9% | $155,509-53.5% | $80,856-10.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.85% | 33.31%-16.5pp | 64.67%-47.8pp | 35.59%-18.7pp |
| Employer contribution / active EE | $6,324 | $3,100+104.0% | $4,672+35.3% | $2,755+129.6% |
| Participant deferral / active EE | $5,351 | $3,452+55.0% | $5,626-4.9% | $4,296+24.6% |
| Admin fee / account holder | $2,436 | $7,997-69.5% | $15,912-84.7% | $6,918-64.8% |