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 4-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 | $10,276 | $80,717-87.3% | $154,803-93.4% | $84,808-87.9% |
| Participation rate | 93.0% | 66.8%+26.1pp | 78.1%+14.9pp | 68.3%+24.6pp |
| Annual return | 20.02% | 37.96%-17.9pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,717 | $2,761-37.8% | $4,305-60.1% | $2,631-34.7% |
| Participant deferral / active EE | $3,062 | $3,303-7.3% | $5,540-44.7% | $4,212-27.3% |
| Admin fee / account holder | $581 | $6,746-91.4% | $14,329-95.9% | $7,344-92.1% |