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 | $16,661 | $61,272-72.8% | $149,673-88.9% | $71,457-76.7% |
| Participation rate | 79.8% | 62.5%+17.3pp | 78.8%+1.0pp | 67.9%+11.8pp |
| Annual return | 19.75% | 35.85%-16.1pp | 134.42%-114.7pp | 28.85%-9.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,106 | $2,917-27.8% | $5,680-62.9% | $4,289-50.9% |
| Admin fee / account holder | $1,257 | $1,261-0.3% | $13,210-90.5% | $1,587-20.8% |