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 | $42,233 | $64,119-34.1% | $112,228-62.4% | $66,914-36.9% |
| Participation rate | 98.1% | 68.5%+29.6pp | 75.1%+23.0pp | 69.8%+28.3pp |
| Annual return | -14.24% | -13.81%-0.4pp | 27.45%-41.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,254 | $3,005-25.0% | $3,635-38.0% | $2,544-11.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,313 | $625+110.0% | $6,410-79.5% | $593+121.3% |