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 | $18,368 | $85,202-78.4% | $172,739-89.4% | $72,985-74.8% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.3pp |
| Annual return | 29.85% | 27.32%+2.5pp | 802.84%-773.0pp | 81.00%-51.1pp |
| Employer contribution / active EE | $1,174 | $3,324-64.7% | $5,143-77.2% | $2,440-51.9% |
| Participant deferral / active EE | $2,176 | $3,260-33.3% | $5,198-58.1% | $3,607-39.7% |
| Admin fee / account holder | $1,948 | $5,884-66.9% | $13,954-86.0% | $5,124-62.0% |