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 | $122,404 | $54,350+125.2% | $82,719+48.0% | $68,494+78.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.82% | -13.67%-1.2pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $7,294 | $2,218+228.8% | $3,009+142.4% | $2,596+180.9% |
| Participant deferral / active EE | $6,486 | $3,246+99.8% | $4,395+47.6% | $4,027+61.0% |
| Admin fee / account holder | $1,353 | $4,395-69.2% | $5,329-74.6% | $5,403-75.0% |