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 | $24,670 | $60,349-59.1% | $74,183-66.7% | $62,891-60.8% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | 8.26% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,373 | $1,680-18.3% | $2,370-42.1% | $2,281-39.8% |
| Participant deferral / active EE | $2,117 | $2,856-25.9% | $3,550-40.4% | $3,203-33.9% |
| Admin fee / account holder | $1,208 | $4,261-71.7% | $5,586-78.4% | $4,296-71.9% |