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 3-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 | $61,601 | $78,485-21.5% | $106,213-42.0% | $74,495-17.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 25.62% | 15.95%+9.7pp | 116.14%-90.5pp | 1364.94%-1339.3pp |
| Employer contribution / active EE | $5,618 | $2,523+122.7% | $3,171+77.2% | $2,623+114.2% |
| Participant deferral / active EE | $12,371 | $4,322+186.2% | $5,016+146.6% | $4,346+184.7% |
| Admin fee / account holder | $2,168 | $2,232-2.9% | $11,033-80.4% | $1,942+11.6% |