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 | $32,650 | $64,839-49.6% | $95,585-65.8% | $84,808-61.5% |
| Participation rate | 74.0% | 63.8%+10.2pp | 72.1%+1.9pp | 68.3%+5.7pp |
| Annual return | 16.98% | -670.96%+687.9pp | 38.56%-21.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,889 | $1,759+178.0% | $2,527+93.5% | $2,631+85.8% |
| Participant deferral / active EE | $1,576 | $2,965-46.8% | $4,023-60.8% | $4,212-62.6% |
| Admin fee / account holder | $972 | $5,964-83.7% | $6,127-84.1% | $7,344-86.8% |