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 | $120,659 | $73,102+65.1% | $123,544-2.3% | $56,287+114.4% |
| Participation rate | 94.5% | 74.3%+20.2pp | 82.3%+12.2pp | 69.9%+24.6pp |
| Annual return | -6.75% | 3.01%-9.8pp | 119.20%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $4,225 | $2,977+41.9% | $4,628-8.7% | $2,111+100.1% |
| Participant deferral / active EE | $8,769 | $5,423+61.7% | $6,426+36.5% | $3,350+161.8% |
| Admin fee / account holder | $4,721 | $554+752.6% | $9,284-49.1% | $521+806.3% |