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 | $159,866 | $82,664+93.4% | $125,339+27.5% | $68,494+133.4% |
| Participation rate | 98.2% | 75.0%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $9,783 | $3,381+189.4% | $4,814+103.2% | $2,596+276.8% |
| Participant deferral / active EE | $11,887 | $6,110+94.5% | $7,446+59.6% | $4,027+195.2% |
| Admin fee / account holder | $3,661 | $6,275-41.7% | $10,010-63.4% | $5,403-32.2% |