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 | $21,539 | $61,272-64.8% | $149,673-85.6% | $71,457-69.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 21.17% | 35.85%-14.7pp | 134.42%-113.2pp | 28.85%-7.7pp |
| Employer contribution / active EE | $917 | $2,378-61.5% | $4,818-81.0% | $2,588-64.6% |
| Participant deferral / active EE | $2,361 | $2,917-19.1% | $5,680-58.4% | $4,289-45.0% |
| Admin fee / account holder | $1,236 | $1,261-2.0% | $13,210-90.6% | $1,587-22.1% |