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 | $27,066 | $59,417-54.4% | $93,606-71.1% | $74,495-63.7% |
| Participation rate | 86.4% | 59.7%+26.7pp | 68.7%+17.7pp | 67.2%+19.2pp |
| Annual return | 17.46% | 81.83%-64.4pp | 133.20%-115.7pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,703 | $3,050-11.4% | $4,411-38.7% | $4,346-37.8% |
| Admin fee / account holder | $1,597 | $3,021-47.1% | $8,285-80.7% | $1,942-17.7% |