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 | $240,372 | $73,867+225.4% | $143,757+67.2% | $68,494+250.9% |
| Participation rate | 91.8% | 66.7%+25.1pp | 80.3%+11.5pp | 67.9%+23.9pp |
| Annual return | -16.01% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $14,090 | $3,184+342.5% | $4,951+184.6% | $2,596+442.7% |
| Participant deferral / active EE | $9,241 | $3,384+173.0% | $5,637+63.9% | $4,027+129.5% |
| Admin fee / account holder | $20,784 | $5,755+261.2% | $14,673+41.6% | $5,403+284.7% |