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 | $64,475 | $76,000-15.2% | $154,107-58.2% | $64,186+0.5% |
| Participation rate | 98.9% | 70.4%+28.5pp | 83.0%+15.9pp | 69.6%+29.4pp |
| Annual return | -6.79% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,031 | $3,351-39.4% | $5,298-61.7% | $2,381-14.7% |
| Participant deferral / active EE | $4,943 | $3,175+55.7% | $5,081-2.7% | $3,470+42.5% |
| Admin fee / account holder | $2,026 | $5,596-63.8% | $13,411-84.9% | $4,888-58.6% |