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 | $31,666 | $86,944-63.6% | $107,525-70.6% | $74,304-57.4% |
| Participation rate | 99.3% | 59.6%+39.7pp | 75.1%+24.2pp | 60.3%+38.9pp |
| Annual return | 17.26% | 23.52%-6.3pp | 181.32%-164.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,625 | $2,757-4.8% | $3,754-30.1% | $2,241+17.1% |
| Participant deferral / active EE | $5,680 | $3,554+59.8% | $5,116+11.0% | $3,767+50.8% |
| Admin fee / account holder | $1,243 | $3,727-66.6% | $8,919-86.1% | $2,969-58.1% |