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 | $40,697 | $91,190-55.4% | $178,490-77.2% | $79,858-49.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.04% | 24.19%+0.9pp | 151.07%-126.0pp | 31.71%-6.7pp |
| Employer contribution / active EE | $1,368 | $3,256-58.0% | $5,011-72.7% | $2,471-44.6% |
| Participant deferral / active EE | $2,990 | $3,236-7.6% | $5,202-42.5% | $3,740-20.1% |
| Admin fee / account holder | $871 | $6,751-87.1% | $13,984-93.8% | $5,306-83.6% |