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 | $7,040 | $53,516-86.8% | $126,539-94.4% | $84,808-91.7% |
| Participation rate | 89.6% | 58.2%+31.3pp | 69.8%+19.8pp | 68.3%+21.3pp |
| Annual return | 14.02% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,663 | $1,535+8.4% | $3,674-54.7% | $2,631-36.8% |
| Participant deferral / active EE | $2,215 | $2,671-17.1% | $4,083-45.7% | $4,212-47.4% |
| Admin fee / account holder | $2,426 | $4,497-46.0% | $6,065-60.0% | $7,344-67.0% |