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 | $20,244 | $55,415-63.5% | $155,509-87.0% | $74,495-72.8% |
| Participation rate | 78.3% | 61.9%+16.4pp | 78.2%+0.1pp | 67.2%+11.1pp |
| Annual return | 23.41% | 268.50%-245.1pp | 64.67%-41.3pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $2,061 | $2,267-9.1% | $4,672-55.9% | $2,623-21.4% |
| Participant deferral / active EE | $2,159 | $2,836-23.9% | $5,626-61.6% | $4,346-50.3% |
| Admin fee / account holder | $3,162 | $1,738+81.9% | $15,912-80.1% | $1,942+62.9% |