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 6-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 | $22,483 | $65,561-65.7% | $86,188-73.9% | $75,163-70.1% |
| Participation rate | 80.8% | 60.5%+20.3pp | 69.0%+11.8pp | 67.2%+13.6pp |
| Annual return | 15.10% | 46.05%-31.0pp | 1168.45%-1153.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $581 | $1,553-62.6% | $2,380-75.6% | $2,670-78.2% |
| Participant deferral / active EE | $3,769 | $3,024+24.7% | $3,985-5.4% | $4,125-8.6% |
| Admin fee / account holder | $4,615 | $5,474-15.7% | $6,852-32.6% | $5,651-18.3% |