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 9-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 | $158,217 | $73,867+114.2% | $143,757+10.1% | $68,494+131.0% |
| Participation rate | 98.2% | 66.7%+31.6pp | 80.3%+17.9pp | 67.9%+30.3pp |
| Annual return | -17.55% | 1.01%-18.6pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $5,215 | $3,184+63.8% | $4,951+5.3% | $2,596+100.8% |
| Participant deferral / active EE | $5,144 | $3,384+52.0% | $5,637-8.7% | $4,027+27.7% |
| Admin fee / account holder | $16,085 | $5,755+179.5% | $14,673+9.6% | $5,403+197.7% |