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 | $18,067 | $84,233-78.6% | $170,442-89.4% | $70,131-74.2% |
| Participation rate | 84.6% | 70.8%+13.8pp | 83.6%+1.0pp | 69.5%+15.1pp |
| Annual return | 15.56% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,202 | $3,387-64.5% | $5,433-77.9% | $2,342-48.7% |
| Participant deferral / active EE | $2,187 | $3,086-29.1% | $4,939-55.7% | $3,332-34.4% |
| Admin fee / account holder | $1,987 | $5,698-65.1% | $13,880-85.7% | $4,645-57.2% |