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 8-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 | $45,008 | $77,813-42.2% | $123,544-63.6% | $64,186-29.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.39% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $6,980 | $3,014+131.6% | $4,628+50.8% | $2,381+193.2% |
| Participant deferral / active EE | $9,949 | $5,240+89.9% | $6,426+54.8% | $3,470+186.8% |
| Admin fee / account holder | $2,961 | $5,519-46.3% | $9,284-68.1% | $4,888-39.4% |