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 | $12,728 | $49,915-74.5% | $154,803-91.8% | $74,304-82.9% |
| Participation rate | 86.4% | 54.0%+32.5pp | 78.1%+8.3pp | 60.3%+26.1pp |
| Annual return | 23.26% | 34.06%-10.8pp | 58.88%-35.6pp | 29.43%-6.2pp |
| Employer contribution / active EE | $2,005 | $1,611+24.4% | $4,305-53.4% | $2,241-10.6% |
| Participant deferral / active EE | $3,286 | $2,255+45.7% | $5,540-40.7% | $3,767-12.8% |
| Admin fee / account holder | $1,829 | $2,189-16.4% | $14,329-87.2% | $2,969-38.4% |