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 5-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 | $21,722 | $81,460-73.3% | $103,333-79.0% | $80,856-73.1% |
| Participation rate | 96.9% | 66.8%+30.1pp | 74.5%+22.4pp | 67.6%+29.3pp |
| Annual return | 16.04% | 25.55%-9.5pp | 24.88%-8.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,030 | $3,105-66.8% | $3,868-73.4% | $2,755-62.6% |
| Participant deferral / active EE | $2,176 | $3,869-43.7% | $5,057-57.0% | $4,296-49.3% |
| Admin fee / account holder | $2,089 | $6,566-68.2% | $8,355-75.0% | $6,918-69.8% |