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 | $24,675 | $56,317-56.2% | $71,209-65.3% | $74,304-66.8% |
| Participation rate | 79.8% | 55.1%+24.7pp | 73.8%+6.1pp | 60.3%+19.5pp |
| Annual return | 18.47% | 42.83%-24.4pp | 282.51%-264.0pp | 29.43%-11.0pp |
| Employer contribution / active EE | $448 | $2,160-79.3% | $2,721-83.6% | $2,241-80.0% |
| Participant deferral / active EE | $4,583 | $2,788+64.4% | $4,175+9.8% | $3,767+21.6% |
| Admin fee / account holder | $14,464 | $2,290+531.7% | $5,349+170.4% | $2,969+387.2% |