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 | $42,803 | $101,724-57.9% | $164,813-74.0% | $80,856-47.1% |
| Participation rate | 81.3% | 71.8%+9.4pp | 78.6%+2.6pp | 67.6%+13.6pp |
| Annual return | 14.67% | 16.72%-2.0pp | 69.93%-55.3pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,926 | $2,953-34.8% | $4,341-55.6% | $2,755-30.1% |
| Participant deferral / active EE | $5,230 | $4,477+16.8% | $6,031-13.3% | $4,296+21.7% |
| Admin fee / account holder | $514 | $8,227-93.8% | $12,690-96.0% | $6,918-92.6% |