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 | $47,088 | $37,393+25.9% | $77,024-38.9% | $66,914-29.6% |
| Participation rate | 88.1% | 52.9%+35.2pp | 67.9%+20.2pp | 69.8%+18.3pp |
| Annual return | -7.74% | -3.29%-4.4pp | 42.32%-50.1pp | 1.58%-9.3pp |
| Employer contribution / active EE | $2,441 | $1,531+59.5% | $2,812-13.2% | $2,544-4.0% |
| Participant deferral / active EE | $3,077 | $2,617+17.6% | $4,426-30.5% | $4,237-27.4% |
| Admin fee / account holder | $6,761 | $567+1092.9% | $5,425+24.6% | $593+1039.6% |