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 8-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 | $69,307 | $65,061+6.5% | $143,757-51.8% | $66,914+3.6% |
| Participation rate | 88.0% | 65.2%+22.8pp | 80.3%+7.7pp | 69.8%+18.2pp |
| Annual return | -15.85% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $6,128 | $2,361+159.6% | $4,951+23.8% | $2,544+140.8% |
| Participant deferral / active EE | $10,544 | $2,919+261.2% | $5,637+87.1% | $4,237+148.9% |
| Admin fee / account holder | $5,716 | $502+1038.8% | $14,673-61.0% | $593+863.5% |