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 | $37,074 | $64,839-42.8% | $95,585-61.2% | $84,808-56.3% |
| Participation rate | 88.8% | 63.8%+25.0pp | 72.1%+16.7pp | 68.3%+20.5pp |
| Annual return | 18.51% | -670.96%+689.5pp | 38.56%-20.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $654 | $1,759-62.8% | $2,527-74.1% | $2,631-75.1% |
| Participant deferral / active EE | $3,133 | $2,965+5.7% | $4,023-22.1% | $4,212-25.6% |
| Admin fee / account holder | $779 | $5,964-86.9% | $6,127-87.3% | $7,344-89.4% |