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 | $136,572 | $110,094+24.0% | $151,611-9.9% | $68,494+99.4% |
| Participation rate | 88.5% | 84.0%+4.5pp | 87.5%+1.0pp | 67.9%+20.6pp |
| Annual return | -17.08% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $10,072 | $4,471+125.3% | $6,166+63.4% | $2,596+287.9% |
| Participant deferral / active EE | $13,971 | $6,527+114.0% | $8,363+67.0% | $4,027+246.9% |
| Admin fee / account holder | $9,806 | $7,719+27.0% | $11,616-15.6% | $5,403+81.5% |