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 | $68,571 | $70,428-2.6% | $96,562-29.0% | $85,850-20.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.43% | 18.59%-6.2pp | 37.78%-25.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,526 | $1,413+8.0% | $2,356-35.2% | $2,565-40.5% |
| Participant deferral / active EE | $2,389 | $2,894-17.4% | $3,849-37.9% | $3,952-39.5% |
| Admin fee / account holder | $4,532 | $4,997-9.3% | $6,181-26.7% | $6,260-27.6% |