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 | $154,742 | $73,004+112.0% | $90,749+70.5% | $68,494+125.9% |
| Participation rate | 97.5% | 70.8%+26.7pp | 75.7%+21.8pp | 67.9%+29.6pp |
| Annual return | -16.97% | -13.81%-3.2pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,711 | $2,193+69.2% | $2,921+27.1% | $2,596+42.9% |
| Participant deferral / active EE | $6,353 | $3,627+75.2% | $4,564+39.2% | $4,027+57.7% |
| Admin fee / account holder | $8,777 | $5,896+48.9% | $8,445+3.9% | $5,403+62.4% |