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 7-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 | $41,176 | $71,883-42.7% | $86,677-52.5% | $68,494-39.9% |
| Participation rate | 95.8% | 72.2%+23.6pp | 76.6%+19.3pp | 67.9%+27.9pp |
| Annual return | -18.28% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,650 | $2,173+68.0% | $2,836+28.7% | $2,596+40.6% |
| Participant deferral / active EE | $5,778 | $3,779+52.9% | $4,656+24.1% | $4,027+43.5% |
| Admin fee / account holder | $3,037 | $6,112-50.3% | $7,493-59.5% | $5,403-43.8% |