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 | $19,142 | $91,190-79.0% | $178,490-89.3% | $79,858-76.0% |
| Participation rate | 77.3% | 69.2%+8.1pp | 81.9%-4.6pp | 69.6%+7.7pp |
| Annual return | 17.39% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,434 | $3,256-56.0% | $5,011-71.4% | $2,471-42.0% |
| Participant deferral / active EE | $3,071 | $3,236-5.1% | $5,202-41.0% | $3,740-17.9% |
| Admin fee / account holder | $750 | $6,751-88.9% | $13,984-94.6% | $5,306-85.9% |