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 | $22,072 | $41,078-46.3% | $80,569-72.6% | $71,457-69.1% |
| Participation rate | 87.3% | 50.2%+37.0pp | 67.0%+20.3pp | 67.9%+19.3pp |
| Annual return | 16.60% | 38.45%-21.9pp | 935.43%-918.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $250 | $1,506-83.4% | $2,723-90.8% | $2,588-90.3% |
| Participant deferral / active EE | $1,861 | $2,699-31.0% | $4,447-58.2% | $4,289-56.6% |
| Admin fee / account holder | $1,123 | $1,840-39.0% | $5,377-79.1% | $1,587-29.2% |