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 | $48,440 | $101,317-52.2% | $146,958-67.0% | $74,495-35.0% |
| Participation rate | 70.9% | 75.5%-4.6pp | 82.2%-11.2pp | 67.2%+3.7pp |
| Annual return | 16.19% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,238 | $3,810-67.5% | $4,933-74.9% | $2,623-52.8% |
| Participant deferral / active EE | $3,710 | $7,303-49.2% | $8,070-54.0% | $4,346-14.6% |
| Admin fee / account holder | $570 | $1,739-67.2% | $12,998-95.6% | $1,942-70.7% |