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 3-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 | $5,668 | $54,705-89.6% | $71,209-92.0% | $84,808-93.3% |
| Participation rate | 98.1% | 64.1%+34.1pp | 73.8%+24.4pp | 68.3%+29.8pp |
| Annual return | 28.96% | 35.90%-6.9pp | 282.51%-253.5pp | 40.90%-11.9pp |
| Employer contribution / active EE | $2,706 | $2,158+25.4% | $2,721-0.6% | $2,631+2.8% |
| Participant deferral / active EE | $3,398 | $3,030+12.1% | $4,175-18.6% | $4,212-19.3% |
| Admin fee / account holder | $659 | $4,863-86.5% | $5,349-87.7% | $7,344-91.0% |