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 | $82,909 | $82,664+0.3% | $125,339-33.9% | $68,494+21.0% |
| Participation rate | 89.8% | 75.0%+14.8pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -14.91% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,282 | $3,381+56.2% | $4,814+9.7% | $2,596+103.5% |
| Participant deferral / active EE | $8,912 | $6,110+45.9% | $7,446+19.7% | $4,027+121.3% |
| Admin fee / account holder | $4,075 | $6,275-35.1% | $10,010-59.3% | $5,403-24.6% |