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 | $31,237 | $85,202-63.3% | $172,739-81.9% | $72,985-57.2% |
| Participation rate | 82.6% | 70.1%+12.5pp | 82.6%0pp | 69.5%+13.1pp |
| Annual return | 21.15% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,953 | $3,324-41.2% | $5,143-62.0% | $2,440-19.9% |
| Participant deferral / active EE | $2,419 | $3,260-25.8% | $5,198-53.5% | $3,607-32.9% |
| Admin fee / account holder | $1,610 | $5,884-72.6% | $13,954-88.5% | $5,124-68.6% |