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 | $53,385 | $86,286-38.1% | $111,297-52.0% | $85,850-37.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 12.83% | 19.99%-7.2pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $709 | $2,043-65.3% | $2,731-74.0% | $2,565-72.4% |
| Participant deferral / active EE | $2,129 | $3,641-41.5% | $4,487-52.6% | $3,952-46.1% |
| Admin fee / account holder | $6,251 | $8,188-23.7% | $7,964-21.5% | $6,260-0.1% |