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 | $41,048 | $73,102-43.8% | $123,544-66.8% | $56,287-27.1% |
| Participation rate | 89.4% | 74.3%+15.1pp | 82.3%+7.1pp | 69.9%+19.6pp |
| Annual return | -6.95% | 3.01%-10.0pp | 119.20%-126.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,107 | $2,977-62.8% | $4,628-76.1% | $2,111-47.6% |
| Participant deferral / active EE | $3,585 | $5,423-33.9% | $6,426-44.2% | $3,350+7.0% |
| Admin fee / account holder | $1,719 | $554+210.4% | $9,284-81.5% | $521+229.9% |