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 | $213,890 | $81,900+161.2% | $119,609+78.8% | $68,494+212.3% |
| Participation rate | 95.6% | 71.9%+23.7pp | 79.3%+16.3pp | 67.9%+27.7pp |
| Annual return | -9.91% | -23.82%+13.9pp | -14.97%+5.1pp | -7.84%-2.1pp |
| Employer contribution / active EE | $11,416 | $2,693+323.9% | $4,232+169.8% | $2,596+339.7% |
| Participant deferral / active EE | $7,760 | $4,148+87.1% | $5,602+38.5% | $4,027+92.7% |
| Admin fee / account holder | $15,356 | $6,582+133.3% | $10,323+48.7% | $5,403+184.2% |