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 | $26,076 | $71,883-63.7% | $86,677-69.9% | $68,494-61.9% |
| Participation rate | 89.5% | 72.2%+17.2pp | 76.6%+12.9pp | 67.9%+21.6pp |
| Annual return | -14.72% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,166 | $2,173-46.3% | $2,836-58.9% | $2,596-55.1% |
| Participant deferral / active EE | $3,694 | $3,779-2.2% | $4,656-20.7% | $4,027-8.3% |
| Admin fee / account holder | $4,991 | $6,112-18.3% | $7,493-33.4% | $5,403-7.6% |