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 4-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 | $14,640 | $64,839-77.4% | $95,585-84.7% | $84,808-82.7% |
| Participation rate | 97.4% | 63.8%+33.6pp | 72.1%+25.4pp | 68.3%+29.1pp |
| Annual return | 20.87% | -670.96%+691.8pp | 38.56%-17.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,395 | $1,759-20.7% | $2,527-44.8% | $2,631-47.0% |
| Participant deferral / active EE | $3,381 | $2,965+14.0% | $4,023-16.0% | $4,212-19.7% |
| Admin fee / account holder | $339 | $5,964-94.3% | $6,127-94.5% | $7,344-95.4% |