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 | $98,061 | $82,664+18.6% | $125,339-21.8% | $68,494+43.2% |
| Participation rate | 99.0% | 75.0%+23.9pp | 82.4%+16.6pp | 67.9%+31.1pp |
| Annual return | -14.64% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,223 | $3,381-63.8% | $4,814-74.6% | $2,596-52.9% |
| Participant deferral / active EE | $4,139 | $6,110-32.3% | $7,446-44.4% | $4,027+2.8% |
| Admin fee / account holder | $10,094 | $6,275+60.9% | $10,010+0.8% | $5,403+86.8% |