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 | $34,035 | $58,879-42.2% | $178,490-80.9% | $73,488-53.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.88% | 24.86%-7.0pp | 151.07%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $535 | $2,236-76.1% | $5,011-89.3% | $2,270-76.4% |
| Participant deferral / active EE | $1,650 | $2,567-35.7% | $5,202-68.3% | $3,740-55.9% |
| Admin fee / account holder | $2,055 | $400+413.4% | $13,984-85.3% | $513+300.6% |