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 | $120,118 | $81,900+46.7% | $119,609+0.4% | $68,494+75.4% |
| Participation rate | 98.9% | 71.9%+27.0pp | 79.3%+19.7pp | 67.9%+31.0pp |
| Annual return | -11.72% | -23.82%+12.1pp | -14.97%+3.3pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,106 | $2,693-58.9% | $4,232-73.9% | $2,596-57.4% |
| Participant deferral / active EE | $5,734 | $4,148+38.2% | $5,602+2.4% | $4,027+42.4% |
| Admin fee / account holder | $2,999 | $6,582-54.4% | $10,323-70.9% | $5,403-44.5% |