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 | $122,423 | $110,094+11.2% | $151,611-19.3% | $68,494+78.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.20% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $7,224 | $4,471+61.6% | $6,166+17.2% | $2,596+178.3% |
| Participant deferral / active EE | $18,221 | $6,527+179.1% | $8,363+117.9% | $4,027+352.4% |
| Admin fee / account holder | $6,075 | $7,719-21.3% | $11,616-47.7% | $5,403+12.4% |