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 | $50,660 | $89,753-43.6% | $107,525-52.9% | $84,808-40.3% |
| Participation rate | 95.4% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.1pp |
| Annual return | 15.81% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,285 | $3,113-58.7% | $3,754-65.8% | $2,631-51.2% |
| Participant deferral / active EE | $4,094 | $4,056+0.9% | $5,116-20.0% | $4,212-2.8% |
| Admin fee / account holder | $31,286 | $7,222+333.2% | $8,919+250.8% | $7,344+326.0% |