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 9-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 | $26,678 | $84,233-68.3% | $170,442-84.3% | $70,131-62.0% |
| Participation rate | 94.8% | 70.8%+24.0pp | 83.6%+11.2pp | 69.5%+25.3pp |
| Annual return | 12.27% | 23.06%-10.8pp | 205.93%-193.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,293 | $3,387-61.8% | $5,433-76.2% | $2,342-44.8% |
| Participant deferral / active EE | $1,196 | $3,086-61.3% | $4,939-75.8% | $3,332-64.1% |
| Admin fee / account holder | $2,934 | $5,698-48.5% | $13,880-78.9% | $4,645-36.8% |