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 | $18,863 | $53,053-64.4% | $126,539-85.1% | $74,304-74.6% |
| Participation rate | 85.3% | 48.0%+37.3pp | 69.8%+15.5pp | 60.3%+24.9pp |
| Annual return | 20.98% | 29.46%-8.5pp | 425.95%-405.0pp | 29.43%-8.5pp |
| Employer contribution / active EE | $2,244 | $1,168+92.2% | $3,674-38.9% | $2,241+0.1% |
| Participant deferral / active EE | $3,767 | $2,303+63.6% | $4,083-7.7% | $3,7670% |
| Admin fee / account holder | $1,802 | $3,698-51.3% | $6,065-70.3% | $2,969-39.3% |