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 | $22,221 | $43,327-48.7% | $59,878-62.9% | $64,186-65.4% |
| Participation rate | 92.8% | 69.2%+23.6pp | 74.7%+18.1pp | 69.6%+23.2pp |
| Annual return | -5.88% | -1.55%-4.3pp | 3.46%-9.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,529 | $2,028+24.7% | $2,722-7.1% | $2,381+6.2% |
| Participant deferral / active EE | $3,391 | $2,546+33.2% | $3,402-0.3% | $3,470-2.3% |
| Admin fee / account holder | $1,055 | $3,005-64.9% | $3,590-70.6% | $4,888-78.4% |