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 | $73,951 | $73,867+0.1% | $143,757-48.6% | $68,494+8.0% |
| Participation rate | 96.4% | 66.7%+29.7pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -19.08% | 1.01%-20.1pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,027 | $3,184-4.9% | $4,951-38.9% | $2,596+16.6% |
| Participant deferral / active EE | $6,281 | $3,384+85.6% | $5,637+11.4% | $4,027+56.0% |
| Admin fee / account holder | $1,992 | $5,755-65.4% | $14,673-86.4% | $5,403-63.1% |