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 | $26,888 | $52,580-48.9% | $71,671-62.5% | $70,131-61.7% |
| Participation rate | 90.7% | 60.9%+29.8pp | 68.7%+22.0pp | 69.5%+21.2pp |
| Annual return | 21.14% | 20.25%+0.9pp | 20.65%+0.5pp | 73.14%-52.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,078 | $2,386-12.9% | $3,438-39.6% | $3,332-37.6% |
| Admin fee / account holder | $1,602 | $3,653-56.1% | $5,558-71.2% | $4,645-65.5% |