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 | $203,189 | $82,664+145.8% | $125,339+62.1% | $68,494+196.7% |
| Participation rate | 88.7% | 75.0%+13.7pp | 82.4%+6.4pp | 67.9%+20.8pp |
| Annual return | -11.78% | -5.97%-5.8pp | 572.05%-583.8pp | -7.84%-3.9pp |
| Employer contribution / active EE | $6,983 | $3,381+106.5% | $4,814+45.1% | $2,596+169.0% |
| Participant deferral / active EE | $7,914 | $6,110+29.5% | $7,446+6.3% | $4,027+96.5% |
| Admin fee / account holder | $20,231 | $6,275+222.4% | $10,010+102.1% | $5,403+274.5% |