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 | $75,827 | $68,719+10.3% | $91,541-17.2% | $84,808-10.6% |
| Participation rate | 98.7% | 64.5%+34.2pp | 69.8%+28.9pp | 68.3%+30.4pp |
| Annual return | 15.37% | 19.12%-3.7pp | 20.50%-5.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,814 | $1,920+46.6% | $2,505+12.3% | $2,631+7.0% |
| Participant deferral / active EE | $5,646 | $3,136+80.0% | $4,008+40.9% | $4,212+34.1% |
| Admin fee / account holder | $1,044 | $5,786-82.0% | $6,956-85.0% | $7,344-85.8% |