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 | $119,681 | $64,707+85.0% | $112,228+6.6% | $68,494+74.7% |
| Participation rate | 90.6% | 67.2%+23.4pp | 75.1%+15.5pp | 67.9%+22.7pp |
| Annual return | -18.78% | -11.40%-7.4pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $7,260 | $2,746+164.4% | $3,635+99.7% | $2,596+179.6% |
| Participant deferral / active EE | $10,468 | $3,565+193.7% | $4,728+121.4% | $4,027+159.9% |
| Admin fee / account holder | $1,980 | $5,232-62.2% | $6,410-69.1% | $5,403-63.4% |