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 4-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 | $10,646 | $64,839-83.6% | $95,585-88.9% | $84,808-87.4% |
| Participation rate | 91.9% | 63.8%+28.1pp | 72.1%+19.8pp | 68.3%+23.6pp |
| Annual return | 21.50% | -670.96%+692.5pp | 38.56%-17.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,857 | $1,759+5.6% | $2,527-26.5% | $2,631-29.4% |
| Participant deferral / active EE | $3,843 | $2,965+29.6% | $4,023-4.5% | $4,212-8.8% |
| Admin fee / account holder | $2,035 | $5,964-65.9% | $6,127-66.8% | $7,344-72.3% |