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 | $80,207 | $59,107+35.7% | $86,436-7.2% | $68,494+17.1% |
| Participation rate | 85.4% | 75.2%+10.2pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | -6.46% | -0.23%-6.2pp | 4394.89%-4401.4pp | -7.84%+1.4pp |
| Employer contribution / active EE | $3,636 | $2,519+44.4% | $3,769-3.5% | $2,596+40.0% |
| Participant deferral / active EE | $7,909 | $5,901+34.0% | $6,952+13.8% | $4,027+96.4% |
| Admin fee / account holder | $633 | $5,637-88.8% | $6,731-90.6% | $5,403-88.3% |