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 | $6,658 | $27,915-76.1% | $58,482-88.6% | $75,163-91.1% |
| Participation rate | 97.3% | 38.8%+58.5pp | 50.9%+46.4pp | 67.2%+30.1pp |
| Annual return | 21.55% | 44.20%-22.7pp | 4239.32%-4217.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,729 | $669+158.4% | $1,053+64.1% | $2,670-35.2% |
| Participant deferral / active EE | $823 | $1,201-31.5% | $1,924-57.2% | $4,125-80.0% |
| Admin fee / account holder | $643 | $1,726-62.8% | $2,516-74.5% | $5,651-88.6% |