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 | $189,580 | $82,664+129.3% | $125,339+51.3% | $68,494+176.8% |
| Participation rate | 89.3% | 75.0%+14.3pp | 82.4%+7.0pp | 67.9%+21.4pp |
| Annual return | -15.29% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,877 | $3,381-44.5% | $4,814-61.0% | $2,596-27.7% |
| Participant deferral / active EE | $8,828 | $6,110+44.5% | $7,446+18.6% | $4,027+119.2% |
| Admin fee / account holder | $2,127 | $6,275-66.1% | $10,010-78.8% | $5,403-60.6% |