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 | $85,082 | $110,094-22.7% | $151,611-43.9% | $68,494+24.2% |
| Participation rate | 95.5% | 84.0%+11.5pp | 87.5%+8.0pp | 67.9%+27.6pp |
| Annual return | -15.85% | -10.12%-5.7pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $7,201 | $4,471+61.1% | $6,166+16.8% | $2,596+177.4% |
| Participant deferral / active EE | $13,594 | $6,527+108.3% | $8,363+62.5% | $4,027+237.5% |
| Admin fee / account holder | $3,425 | $7,719-55.6% | $11,616-70.5% | $5,403-36.6% |