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 | $11,522 | $73,867-84.4% | $143,757-92.0% | $68,494-83.2% |
| Participation rate | 98.5% | 66.7%+31.8pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -14.92% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,017 | $3,184-68.1% | $4,951-79.5% | $2,596-60.8% |
| Participant deferral / active EE | $992 | $3,384-70.7% | $5,637-82.4% | $4,027-75.4% |
| Admin fee / account holder | $3,430 | $5,755-40.4% | $14,673-76.6% | $5,403-36.5% |