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 | $13,146 | $27,641-52.4% | $61,373-78.6% | $68,494-80.8% |
| Participation rate | 72.1% | 39.5%+32.6pp | 52.6%+19.5pp | 67.9%+4.2pp |
| Annual return | -16.73% | -13.24%-3.5pp | 338.61%-355.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,007 | $695+44.9% | $1,159-13.1% | $2,596-61.2% |
| Participant deferral / active EE | $2,521 | $1,263+99.6% | $2,125+18.7% | $4,027-37.4% |
| Admin fee / account holder | $1,000 | $2,010-50.2% | $2,130-53.0% | $5,403-81.5% |