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 | $61,037 | $69,010-11.6% | $159,960-61.8% | $68,494-10.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.11% | -9.65%-6.5pp | 408.60%-424.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $7,830 | $2,213+253.8% | $4,226+85.3% | $2,596+201.6% |
| Participant deferral / active EE | $8,959 | $4,212+112.7% | $6,182+44.9% | $4,027+122.5% |
| Admin fee / account holder | $7,257 | $4,798+51.3% | $8,698-16.6% | $5,403+34.3% |