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 | $117,311 | $49,915+135.0% | $154,803-24.2% | $74,304+57.9% |
| Participation rate | 91.8% | 54.0%+37.9pp | 78.1%+13.7pp | 60.3%+31.5pp |
| Annual return | 18.42% | 34.06%-15.6pp | 58.88%-40.5pp | 29.43%-11.0pp |
| Employer contribution / active EE | $4,608 | $1,611+186.0% | $4,305+7.0% | $2,241+105.6% |
| Participant deferral / active EE | $4,892 | $2,255+116.9% | $5,540-11.7% | $3,767+29.8% |
| Admin fee / account holder | $5,054 | $2,189+130.9% | $14,329-64.7% | $2,969+70.2% |