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 | $199,564 | $110,094+81.3% | $151,611+31.6% | $68,494+191.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -12.75% | -10.12%-2.6pp | 3.33%-16.1pp | -7.84%-4.9pp |
| Employer contribution / active EE | $4,410 | $4,471-1.4% | $6,166-28.5% | $2,596+69.8% |
| Participant deferral / active EE | $16,263 | $6,527+149.2% | $8,363+94.5% | $4,027+303.8% |
| Admin fee / account holder | $20,322 | $7,719+163.3% | $11,616+74.9% | $5,403+276.1% |