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 | $42,955 | $61,774-30.5% | $97,226-55.8% | $80,856-46.9% |
| Participation rate | 97.9% | 63.5%+34.4pp | 72.7%+25.2pp | 67.6%+30.3pp |
| Annual return | 13.15% | -557.90%+571.1pp | 75.13%-62.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,333 | $1,837+27.0% | $2,729-14.5% | $2,755-15.3% |
| Participant deferral / active EE | $4,489 | $3,029+48.2% | $4,264+5.3% | $4,296+4.5% |
| Admin fee / account holder | $601 | $5,166-88.4% | $5,654-89.4% | $6,918-91.3% |