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 6-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 | $24,745 | $82,664-70.1% | $125,339-80.3% | $68,494-63.9% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -15.33% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,132 | $3,381+81.4% | $4,814+27.4% | $2,596+136.2% |
| Participant deferral / active EE | $8,740 | $6,110+43.0% | $7,446+17.4% | $4,027+117.0% |
| Admin fee / account holder | $972 | $6,275-84.5% | $10,010-90.3% | $5,403-82.0% |