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 10-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 | $33,381 | $55,415-39.8% | $155,509-78.5% | $74,495-55.2% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 29.92% | 268.50%-238.6pp | 64.67%-34.7pp | 1364.94%-1335.0pp |
| Employer contribution / active EE | $1,160 | $2,267-48.8% | $4,672-75.2% | $2,623-55.8% |
| Participant deferral / active EE | $2,870 | $2,836+1.2% | $5,626-49.0% | $4,346-34.0% |
| Admin fee / account holder | $1,358 | $1,738-21.9% | $15,912-91.5% | $1,942-30.1% |