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 7-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 | $28,214 | $84,487-66.6% | $125,339-77.5% | $66,914-57.8% |
| Participation rate | 98.4% | 76.4%+22.0pp | 82.4%+16.1pp | 69.8%+28.6pp |
| Annual return | -9.91% | -8.39%-1.5pp | 572.05%-582.0pp | 1.58%-11.5pp |
| Employer contribution / active EE | $3,077 | $3,553-13.4% | $4,814-36.1% | $2,544+20.9% |
| Participant deferral / active EE | $7,849 | $6,781+15.7% | $7,446+5.4% | $4,237+85.2% |
| Admin fee / account holder | $1,563 | $685+128.1% | $10,010-84.4% | $593+163.4% |