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 | $28,512 | $58,320-51.1% | $86,436-67.0% | $66,914-57.4% |
| Participation rate | 98.1% | 78.6%+19.5pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -14.92% | -9.71%-5.2pp | 4394.89%-4409.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,099 | $2,615-58.0% | $3,769-70.8% | $2,544-56.8% |
| Participant deferral / active EE | $4,413 | $6,899-36.0% | $6,952-36.5% | $4,237+4.2% |
| Admin fee / account holder | $1,642 | $546+200.7% | $6,731-75.6% | $593+176.7% |