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 7-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 | $62,167 | $64,707-3.9% | $112,228-44.6% | $68,494-9.2% |
| Participation rate | 84.4% | 67.2%+17.3pp | 75.1%+9.4pp | 67.9%+16.6pp |
| Annual return | -17.90% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,020 | $2,746-26.4% | $3,635-44.4% | $2,596-22.2% |
| Participant deferral / active EE | $5,049 | $3,565+41.6% | $4,728+6.8% | $4,027+25.4% |
| Admin fee / account holder | $2,886 | $5,232-44.8% | $6,410-55.0% | $5,403-46.6% |