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 | $82,507 | $66,302+24.4% | $110,238-25.2% | $56,287+46.6% |
| Participation rate | 72.0% | 74.9%-3.0pp | 79.8%-7.9pp | 69.9%+2.1pp |
| Annual return | -3.92% | -1.18%-2.7pp | 314.74%-318.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,747 | $2,047-14.7% | $3,826-54.3% | $2,111-17.2% |
| Participant deferral / active EE | $6,022 | $3,381+78.1% | $4,672+28.9% | $3,350+79.8% |
| Admin fee / account holder | $11,610 | $698+1562.2% | $8,547+35.8% | $521+2128.7% |