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 | $83,427 | $81,900+1.9% | $119,609-30.3% | $68,494+21.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.13% | -23.82%+9.7pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,164 | $2,693-19.7% | $4,232-48.9% | $2,596-16.6% |
| Participant deferral / active EE | $3,402 | $4,148-18.0% | $5,602-39.3% | $4,027-15.5% |
| Admin fee / account holder | $842 | $6,582-87.2% | $10,323-91.8% | $5,403-84.4% |