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 4-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 | $2,863 | $24,730-88.4% | $66,042-95.7% | $84,808-96.6% |
| Participation rate | 82.9% | 68.1%+14.8pp | 67.5%+15.4pp | 68.3%+14.5pp |
| Annual return | 18.00% | 79.55%-61.6pp | 52.11%-34.1pp | 40.90%-22.9pp |
| Employer contribution / active EE | $699 | $857-18.5% | $1,579-55.8% | $2,631-73.4% |
| Participant deferral / active EE | $1,716 | $1,737-1.2% | $2,835-39.5% | $4,212-59.3% |
| Admin fee / account holder | $413 | $3,014-86.3% | $5,747-92.8% | $7,344-94.4% |