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 | $115,964 | $101,724+14.0% | $164,813-29.6% | $80,856+43.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.77% | 16.72%-0.9pp | 69.93%-54.2pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,202 | $2,953+8.4% | $4,341-26.2% | $2,755+16.2% |
| Participant deferral / active EE | $6,048 | $4,477+35.1% | $6,031+0.3% | $4,296+40.8% |
| Admin fee / account holder | $3,803 | $8,227-53.8% | $12,690-70.0% | $6,918-45.0% |