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 | $19,239 | $32,117-40.1% | $71,086-72.9% | $64,186-70.0% |
| Participation rate | 97.9% | 42.7%+55.2pp | 54.7%+43.2pp | 69.6%+28.3pp |
| Annual return | -5.38% | -5.57%+0.2pp | 650.59%-656.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $501 | $712-29.7% | $1,088-54.0% | $2,381-79.0% |
| Participant deferral / active EE | $1,250 | $1,263-1.0% | $1,874-33.3% | $3,470-64.0% |
| Admin fee / account holder | $5,824 | $2,759+111.1% | $3,082+88.9% | $4,888+19.1% |