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 3-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 | $11,263 | $24,733-54.5% | $69,647-83.8% | $74,495-84.9% |
| Participation rate | 80.7% | 63.5%+17.2pp | 66.5%+14.3pp | 67.2%+13.5pp |
| Annual return | 16.29% | 18.55%-2.3pp | 100.48%-84.2pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $428 | $1,001-57.2% | $1,712-75.0% | $2,623-83.7% |
| Participant deferral / active EE | $1,596 | $1,901-16.1% | $2,886-44.7% | $4,346-63.3% |
| Admin fee / account holder | $1,113 | $1,892-41.2% | $4,713-76.4% | $1,942-42.7% |