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 | $21,383 | $27,641-22.6% | $61,373-65.2% | $68,494-68.8% |
| Participation rate | 94.6% | 39.5%+55.1pp | 52.6%+42.0pp | 67.9%+26.7pp |
| Annual return | -12.66% | -13.24%+0.6pp | 338.61%-351.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,815 | $695+304.8% | $1,159+142.8% | $2,596+8.4% |
| Participant deferral / active EE | $4,974 | $1,263+293.8% | $2,125+134.1% | $4,027+23.5% |
| Admin fee / account holder | $3,498 | $2,010+74.1% | $2,130+64.3% | $5,403-35.2% |