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 4-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 | $26,126 | $71,883-63.7% | $86,677-69.9% | $68,494-61.9% |
| Participation rate | 98.8% | 72.2%+26.6pp | 76.6%+22.2pp | 67.9%+30.9pp |
| Annual return | -14.09% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,564 | $2,173-28.0% | $2,836-44.9% | $2,596-39.8% |
| Participant deferral / active EE | $2,164 | $3,779-42.7% | $4,656-53.5% | $4,027-46.3% |
| Admin fee / account holder | $5,443 | $6,112-10.9% | $7,493-27.4% | $5,403+0.7% |