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 | $32,435 | $62,127-47.8% | $81,382-60.1% | $74,495-56.5% |
| Participation rate | 91.5% | 64.0%+27.5pp | 69.5%+22.0pp | 67.2%+24.3pp |
| Annual return | 12.17% | 16.48%-4.3pp | 24.73%-12.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,845 | $1,882-2.0% | $2,463-25.1% | $2,623-29.7% |
| Participant deferral / active EE | $3,211 | $3,229-0.6% | $3,883-17.3% | $4,346-26.1% |
| Admin fee / account holder | $4,471 | $1,934+131.1% | $5,768-22.5% | $1,942+130.3% |