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 9-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 | $14,825 | $46,292-68.0% | $143,757-89.7% | $64,808-77.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.99% | -10.05%-4.9pp | -0.04%-15.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $6,921 | $1,910+262.4% | $4,951+39.8% | $2,506+176.2% |
| Participant deferral / active EE | $936 | $2,646-64.6% | $5,637-83.4% | $4,310-78.3% |
| Admin fee / account holder | $386 | $154+151.3% | $14,673-97.4% | $188+105.8% |