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 8-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 | $20,970 | $80,717-74.0% | $154,803-86.5% | $84,808-75.3% |
| Participation rate | 98.9% | 66.8%+32.1pp | 78.1%+20.8pp | 68.3%+30.6pp |
| Annual return | 21.38% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,667 | $2,761-39.6% | $4,305-61.3% | $2,631-36.6% |
| Participant deferral / active EE | $3,139 | $3,303-5.0% | $5,540-43.3% | $4,212-25.5% |
| Admin fee / account holder | $1,678 | $6,746-75.1% | $14,329-88.3% | $7,344-77.2% |