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 | $48,654 | $94,529-48.5% | $140,016-65.3% | $64,186-24.2% |
| Participation rate | 99.0% | 84.1%+14.9pp | 87.5%+11.5pp | 69.6%+29.4pp |
| Annual return | -4.80% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,083 | $3,812-19.1% | $5,606-45.0% | $2,381+29.5% |
| Participant deferral / active EE | $6,156 | $5,250+17.2% | $6,927-11.1% | $3,470+77.4% |
| Admin fee / account holder | $5,010 | $6,741-25.7% | $10,705-53.2% | $4,888+2.5% |