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 | $111,203 | $82,664+34.5% | $125,339-11.3% | $68,494+62.4% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | -16.21% | -5.97%-10.2pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,395 | $3,381+0.4% | $4,814-29.5% | $2,596+30.8% |
| Participant deferral / active EE | $7,238 | $6,110+18.5% | $7,446-2.8% | $4,027+79.7% |
| Admin fee / account holder | $1,545 | $6,275-75.4% | $10,010-84.6% | $5,403-71.4% |