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 | $30,172 | $54,350-44.5% | $82,719-63.5% | $68,494-55.9% |
| Participation rate | 96.5% | 63.9%+32.6pp | 72.6%+23.9pp | 67.9%+28.6pp |
| Annual return | -15.83% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,304 | $2,218-41.2% | $3,009-56.7% | $2,596-49.8% |
| Participant deferral / active EE | $2,442 | $3,246-24.8% | $4,395-44.4% | $4,027-39.4% |
| Admin fee / account holder | $2,351 | $4,395-46.5% | $5,329-55.9% | $5,403-56.5% |