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 | $91,017 | $71,883+26.6% | $86,677+5.0% | $68,494+32.9% |
| Participation rate | 91.2% | 72.2%+19.0pp | 76.6%+14.6pp | 67.9%+23.3pp |
| Annual return | -15.57% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,927 | $2,173-11.3% | $2,836-32.1% | $2,596-25.8% |
| Participant deferral / active EE | $5,615 | $3,779+48.6% | $4,656+20.6% | $4,027+39.4% |
| Admin fee / account holder | $7,910 | $6,112+29.4% | $7,493+5.6% | $5,403+46.4% |