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 | $23,849 | $81,248-70.6% | $155,509-84.7% | $80,856-70.5% |
| Participation rate | 90.7% | 66.2%+24.5pp | 78.2%+12.6pp | 67.6%+23.1pp |
| Annual return | 13.08% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,523 | $3,100-18.6% | $4,672-46.0% | $2,755-8.4% |
| Participant deferral / active EE | $1,837 | $3,452-46.8% | $5,626-67.4% | $4,296-57.2% |
| Admin fee / account holder | $729 | $7,997-90.9% | $15,912-95.4% | $6,918-89.5% |