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 | $72,280 | $82,664-12.6% | $125,339-42.3% | $68,494+5.5% |
| Participation rate | 93.4% | 75.0%+18.4pp | 82.4%+11.0pp | 67.9%+25.5pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,616 | $3,381+7.0% | $4,814-24.9% | $2,596+39.3% |
| Participant deferral / active EE | $11,076 | $6,110+81.3% | $7,446+48.7% | $4,027+175.0% |
| Admin fee / account holder | $4,940 | $6,275-21.3% | $10,010-50.7% | $5,403-8.6% |