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 | $28,636 | $53,822-46.8% | $75,696-62.2% | $85,850-66.6% |
| Participation rate | 86.4% | 69.1%+17.3pp | 74.8%+11.5pp | 69.3%+17.0pp |
| Annual return | 14.63% | 24.54%-9.9pp | 104.53%-89.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,135 | $2,017+5.9% | $2,743-22.2% | $2,565-16.8% |
| Participant deferral / active EE | $2,548 | $2,895-12.0% | $3,821-33.3% | $3,952-35.5% |
| Admin fee / account holder | $1,291 | $3,343-61.4% | $3,619-64.3% | $6,260-79.4% |