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 | $41,816 | $50,958-17.9% | $74,550-43.9% | $64,186-34.9% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.1%+28.2pp | 69.6%+27.7pp |
| Annual return | -6.30% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,016 | $1,115-8.9% | $1,961-48.2% | $2,381-57.3% |
| Participant deferral / active EE | $3,432 | $2,301+49.1% | $3,108+10.4% | $3,470-1.1% |
| Admin fee / account holder | $8,494 | $4,223+101.1% | $5,060+67.9% | $4,888+73.8% |