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 | $37,337 | $57,541-35.1% | $95,745-61.0% | $75,163-50.3% |
| Participation rate | 92.5% | 62.5%+30.0pp | 72.3%+20.2pp | 67.2%+25.3pp |
| Annual return | 15.99% | 34.93%-18.9pp | 28.35%-12.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,608 | $1,808-11.1% | $2,835-43.3% | $2,670-39.8% |
| Participant deferral / active EE | $2,543 | $3,074-17.3% | $4,245-40.1% | $4,125-38.3% |
| Admin fee / account holder | $2,362 | $4,099-42.4% | $5,678-58.4% | $5,651-58.2% |