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 | $18,026 | $59,805-69.9% | $79,550-77.3% | $68,494-73.7% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.5%+27.1pp | 67.9%+28.7pp |
| Annual return | -16.57% | -12.30%-4.3pp | 0.16%-16.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,029 | $1,505-31.6% | $2,413-57.4% | $2,596-60.4% |
| Participant deferral / active EE | $3,489 | $3,024+15.4% | $3,985-12.4% | $4,027-13.4% |
| Admin fee / account holder | $3,917 | $4,835-19.0% | $6,832-42.7% | $5,403-27.5% |