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 | $9,585 | $48,795-80.4% | $65,493-85.4% | $84,808-88.7% |
| Participation rate | 96.3% | 67.0%+29.3pp | 73.1%+23.2pp | 68.3%+28.0pp |
| Annual return | 12.79% | 20.20%-7.4pp | 982.45%-969.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,144 | $1,930+11.1% | $2,574-16.7% | $2,631-18.5% |
| Participant deferral / active EE | $3,027 | $2,928+3.4% | $3,961-23.6% | $4,212-28.1% |
| Admin fee / account holder | $474 | $3,877-87.8% | $5,028-90.6% | $7,344-93.5% |