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 8-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 | $73,765 | $65,435+12.7% | $86,677-14.9% | $66,914+10.2% |
| Participation rate | 71.1% | 75.5%-4.4pp | 76.6%-5.5pp | 69.8%+1.2pp |
| Annual return | -17.73% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $974 | $2,153-54.8% | $2,836-65.7% | $2,544-61.7% |
| Participant deferral / active EE | $4,341 | $4,100+5.9% | $4,656-6.8% | $4,237+2.5% |
| Admin fee / account holder | $2,537 | $642+295.4% | $7,493-66.1% | $593+327.6% |