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 | $179,203 | $50,958+251.7% | $74,550+140.4% | $64,186+179.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.66% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,336 | $1,115+199.1% | $1,961+70.1% | $2,381+40.1% |
| Participant deferral / active EE | $4,943 | $2,301+114.8% | $3,108+59.0% | $3,470+42.5% |
| Admin fee / account holder | $7,090 | $4,223+67.9% | $5,060+40.1% | $4,888+45.1% |