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 | $58,697 | $45,863+28.0% | $77,024-23.8% | $68,494-14.3% |
| Participation rate | 93.3% | 55.9%+37.4pp | 67.9%+25.4pp | 67.9%+25.4pp |
| Annual return | -19.06% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,803 | $1,650+9.3% | $2,812-35.9% | $2,596-30.6% |
| Participant deferral / active EE | $5,752 | $2,962+94.2% | $4,426+30.0% | $4,027+42.8% |
| Admin fee / account holder | $11,329 | $3,041+272.6% | $5,425+108.8% | $5,403+109.7% |