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 5-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 | $65,474 | $86,929-24.7% | $102,423-36.1% | $80,856-19.0% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+29.0pp |
| Annual return | 12.68% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,661 | $2,369+12.3% | $3,023-12.0% | $2,755-3.4% |
| Participant deferral / active EE | $4,518 | $4,118+9.7% | $5,053-10.6% | $4,296+5.2% |
| Admin fee / account holder | $12,481 | $8,049+55.1% | $9,451+32.1% | $6,918+80.4% |