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 | $25,905 | $57,354-54.8% | $83,848-69.1% | $64,186-59.6% |
| Participation rate | 98.9% | 68.6%+30.3pp | 76.1%+22.8pp | 69.6%+29.4pp |
| Annual return | 1.03% | 11.38%-10.4pp | 850.88%-849.8pp | 7.63%-6.6pp |
| Employer contribution / active EE | $2,501 | $2,545-1.7% | $3,631-31.1% | $2,381+5.0% |
| Participant deferral / active EE | $5,916 | $2,993+97.7% | $4,082+45.0% | $3,470+70.5% |
| Admin fee / account holder | $8,256 | $4,046+104.1% | $5,478+50.7% | $4,888+68.9% |