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 | $103,963 | $65,435+58.9% | $86,677+19.9% | $66,914+55.4% |
| Participation rate | 83.9% | 75.5%+8.4pp | 76.6%+7.3pp | 69.8%+14.1pp |
| Annual return | -13.34% | -10.89%-2.5pp | 35.91%-49.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,395 | $2,153+11.2% | $2,836-15.6% | $2,544-5.9% |
| Participant deferral / active EE | $4,546 | $4,100+10.9% | $4,656-2.4% | $4,237+7.3% |
| Admin fee / account holder | $810 | $642+26.2% | $7,493-89.2% | $593+36.5% |