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 | $22,555 | $42,894-47.4% | $60,874-62.9% | $68,494-67.1% |
| Participation rate | 93.7% | 66.8%+26.9pp | 73.1%+20.6pp | 67.9%+25.8pp |
| Annual return | -17.66% | -13.98%-3.7pp | 16.90%-34.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $979 | $1,978-50.5% | $2,701-63.8% | $2,596-62.3% |
| Participant deferral / active EE | $4,016 | $2,867+40.1% | $3,817+5.2% | $4,027-0.3% |
| Admin fee / account holder | $2,967 | $3,101-4.3% | $3,224-8.0% | $5,403-45.1% |