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 | $244,053 | $73,867+230.4% | $143,757+69.8% | $68,494+256.3% |
| Participation rate | 82.9% | 66.7%+16.2pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | -17.53% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,895 | $3,184-9.1% | $4,951-41.5% | $2,596+11.5% |
| Participant deferral / active EE | $4,940 | $3,384+46.0% | $5,637-12.4% | $4,027+22.7% |
| Admin fee / account holder | $6,693 | $5,755+16.3% | $14,673-54.4% | $5,403+23.9% |