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 6-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 | $50,435 | $65,435-22.9% | $86,677-41.8% | $66,914-24.6% |
| Participation rate | 85.7% | 75.5%+10.3pp | 76.6%+9.1pp | 69.8%+15.9pp |
| Annual return | 17.06% | -10.89%+27.9pp | 35.91%-18.8pp | 1.58%+15.5pp |
| Employer contribution / active EE | $1,439 | $2,153-33.2% | $2,836-49.3% | $2,544-43.4% |
| Participant deferral / active EE | $2,727 | $4,100-33.5% | $4,656-41.4% | $4,237-35.6% |
| Admin fee / account holder | $2,883 | $642+349.4% | $7,493-61.5% | $593+386.0% |