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 7-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 | $32,867 | $67,984-51.7% | $65,493-49.8% | $74,304-55.8% |
| Participation rate | 72.3% | 66.3%+5.9pp | 73.1%-0.8pp | 60.3%+11.9pp |
| Annual return | 13.03% | 19.87%-6.8pp | 982.45%-969.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,048 | $2,491-57.9% | $2,574-59.3% | $2,241-53.3% |
| Participant deferral / active EE | $2,764 | $3,346-17.4% | $3,961-30.2% | $3,767-26.6% |
| Admin fee / account holder | $5,082 | $1,373+270.2% | $5,028+1.1% | $2,969+71.2% |