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 | $66,932 | $81,900-18.3% | $119,609-44.0% | $68,494-2.3% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.3%+18.6pp | 67.9%+29.9pp |
| Annual return | -17.32% | -23.82%+6.5pp | -14.97%-2.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,726 | $2,693-35.9% | $4,232-59.2% | $2,596-33.5% |
| Participant deferral / active EE | $4,873 | $4,148+17.5% | $5,602-13.0% | $4,027+21.0% |
| Admin fee / account holder | $3,608 | $6,582-45.2% | $10,323-65.1% | $5,403-33.2% |