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 9-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 | $46,090 | $84,487-45.4% | $125,339-63.2% | $66,914-31.1% |
| Participation rate | 79.6% | 76.4%+3.2pp | 82.4%-2.8pp | 69.8%+9.8pp |
| Annual return | -17.95% | -8.39%-9.6pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,981 | $3,553+12.1% | $4,814-17.3% | $2,544+56.5% |
| Participant deferral / active EE | $9,325 | $6,781+37.5% | $7,446+25.2% | $4,237+120.1% |
| Admin fee / account holder | $2,219 | $685+224.0% | $10,010-77.8% | $593+274.1% |