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 | $96,782 | $42,894+125.6% | $60,874+59.0% | $68,494+41.3% |
| Participation rate | 93.9% | 66.8%+27.1pp | 73.1%+20.8pp | 67.9%+26.1pp |
| Annual return | -14.49% | -13.98%-0.5pp | 16.90%-31.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $6,252 | $1,978+216.0% | $2,701+131.4% | $2,596+140.8% |
| Participant deferral / active EE | $6,126 | $2,867+113.7% | $3,817+60.5% | $4,027+52.1% |
| Admin fee / account holder | $2,736 | $3,101-11.8% | $3,224-15.1% | $5,403-49.4% |