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 | $120,873 | $81,900+47.6% | $119,609+1.1% | $68,494+76.5% |
| Participation rate | 91.9% | 71.9%+20.0pp | 79.3%+12.6pp | 67.9%+24.0pp |
| Annual return | -15.76% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,915 | $2,693-28.9% | $4,232-54.7% | $2,596-26.2% |
| Participant deferral / active EE | $7,018 | $4,148+69.2% | $5,602+25.3% | $4,027+74.3% |
| Admin fee / account holder | $4,948 | $6,582-24.8% | $10,323-52.1% | $5,403-8.4% |