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 5-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 | $22,180 | $67,984-67.4% | $65,493-66.1% | $74,304-70.2% |
| Participation rate | 92.4% | 66.3%+26.1pp | 73.1%+19.3pp | 60.3%+32.0pp |
| Annual return | 17.94% | 19.87%-1.9pp | 982.45%-964.5pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,800 | $2,491+12.4% | $2,574+8.8% | $2,241+24.9% |
| Participant deferral / active EE | $3,991 | $3,346+19.3% | $3,961+0.8% | $3,767+5.9% |
| Admin fee / account holder | $472 | $1,373-65.6% | $5,028-90.6% | $2,969-84.1% |