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 | $11,998 | $30,400-60.5% | $53,898-77.7% | $84,808-85.9% |
| Participation rate | 92.1% | 46.4%+45.7pp | 55.0%+37.2pp | 68.3%+23.8pp |
| Annual return | 22.12% | 500.19%-478.1pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,957 | $603+224.7% | $932+110.0% | $2,631-25.6% |
| Participant deferral / active EE | $712 | $1,199-40.6% | $1,826-61.0% | $4,212-83.1% |
| Admin fee / account holder | $733 | $1,993-63.2% | $2,491-70.6% | $7,344-90.0% |