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 8-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 | $14,406 | $49,280-70.8% | $67,313-78.6% | $64,186-77.6% |
| Participation rate | 97.8% | 60.8%+37.0pp | 69.1%+28.7pp | 69.6%+28.3pp |
| Annual return | 4.37% | -1.39%+5.8pp | -4.08%+8.4pp | 7.63%-3.3pp |
| Employer contribution / active EE | $3,763 | $1,668+125.5% | $2,566+46.7% | $2,381+58.0% |
| Participant deferral / active EE | $4,207 | $2,484+69.4% | $3,568+17.9% | $3,470+21.3% |
| Admin fee / account holder | $968 | $3,863-74.9% | $4,507-78.5% | $4,888-80.2% |