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 | $31,824 | $54,350-41.4% | $82,719-61.5% | $68,494-53.5% |
| Participation rate | 97.6% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.7pp |
| Annual return | -12.39% | -13.67%+1.3pp | 701.18%-713.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $6,436 | $2,218+190.1% | $3,009+113.9% | $2,596+147.9% |
| Participant deferral / active EE | $6,608 | $3,246+103.6% | $4,395+50.3% | $4,027+64.1% |
| Admin fee / account holder | $2,638 | $4,395-40.0% | $5,329-50.5% | $5,403-51.2% |