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 | $69,618 | $84,487-17.6% | $125,339-44.5% | $66,914+4.0% |
| Participation rate | 92.6% | 76.4%+16.2pp | 82.4%+10.2pp | 69.8%+22.8pp |
| Annual return | -16.05% | -8.39%-7.7pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,200 | $3,553+18.2% | $4,814-12.7% | $2,544+65.1% |
| Participant deferral / active EE | $10,910 | $6,781+60.9% | $7,446+46.5% | $4,237+157.5% |
| Admin fee / account holder | $1,561 | $685+127.8% | $10,010-84.4% | $593+163.1% |