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 3-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 | $22,623 | $56,423-59.9% | $77,163-70.7% | $71,457-68.3% |
| Participation rate | 71.4% | 64.3%+7.0pp | 69.6%+1.8pp | 67.9%+3.4pp |
| Annual return | 71.09% | 19.05%+52.0pp | 37.87%+33.2pp | 28.85%+42.2pp |
| Employer contribution / active EE | $2,814 | $1,866+50.8% | $2,535+11.0% | $2,588+8.7% |
| Participant deferral / active EE | $6,116 | $3,142+94.7% | $3,833+59.6% | $4,289+42.6% |
| Admin fee / account holder | $1,040 | $1,429-27.2% | $5,472-81.0% | $1,587-34.5% |