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 | $86,511 | $58,927+46.8% | $76,817+12.6% | $72,985+18.5% |
| Participation rate | 98.8% | 67.3%+31.5pp | 72.1%+26.7pp | 69.5%+29.3pp |
| Annual return | 55.97% | 2305.64%-2249.7pp | 1166.11%-1110.1pp | 81.00%-25.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,856 | $2,690+154.8% | $3,336+105.5% | $3,607+90.1% |
| Admin fee / account holder | $10,108 | $4,013+151.9% | $6,420+57.5% | $5,124+97.3% |