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 | $138,588 | $145,904-5.0% | $83,848+65.3% | - |
| Participation rate | 90.9% | 64.1%+26.8pp | 76.1%+14.8pp | - |
| Annual return | -3.33% | -3.19%-0.1pp | 850.88%-854.2pp | - |
| Employer contribution / active EE | $4,527 | $1,734+161.0% | $3,631+24.7% | - |
| Participant deferral / active EE | $6,518 | $2,760+136.2% | $4,082+59.7% | - |
| Admin fee / account holder | $7,481 | $8,727-14.3% | $5,478+36.6% | - |