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 | $60,839 | $77,813-21.8% | $123,544-50.8% | $64,186-5.2% |
| Participation rate | 82.5% | 74.7%+7.7pp | 82.3%+0.2pp | 69.6%+12.9pp |
| Annual return | -6.19% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,645 | $3,014+20.9% | $4,628-21.2% | $2,381+53.1% |
| Participant deferral / active EE | $7,114 | $5,240+35.8% | $6,426+10.7% | $3,470+105.0% |
| Admin fee / account holder | $8,541 | $5,519+54.8% | $9,284-8.0% | $4,888+74.7% |