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 | $4,780 | $24,730-80.7% | $66,042-92.8% | $84,808-94.4% |
| Participation rate | 80.2% | 68.1%+12.1pp | 67.5%+12.7pp | 68.3%+11.9pp |
| Annual return | 22.72% | 79.55%-56.8pp | 52.11%-29.4pp | 40.90%-18.2pp |
| Employer contribution / active EE | $952 | $857+11.1% | $1,579-39.8% | $2,631-63.8% |
| Participant deferral / active EE | $2,183 | $1,737+25.7% | $2,835-23.0% | $4,212-48.2% |
| Admin fee / account holder | $1,254 | $3,014-58.4% | $5,747-78.2% | $7,344-82.9% |