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 | $33,954 | $93,571-63.7% | $135,903-75.0% | $75,163-54.8% |
| Participation rate | 86.9% | 75.2%+11.7pp | 81.9%+5.0pp | 67.2%+19.7pp |
| Annual return | 19.54% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $857 | $3,537-75.8% | $4,856-82.4% | $2,670-67.9% |
| Participant deferral / active EE | $3,169 | $6,404-50.5% | $7,758-59.2% | $4,125-23.2% |
| Admin fee / account holder | $982 | $6,975-85.9% | $10,762-90.9% | $5,651-82.6% |