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 | $56,633 | $96,484-41.3% | $156,263-63.8% | $74,304-23.8% |
| Participation rate | 88.7% | 67.7%+21.0pp | 78.9%+9.8pp | 60.3%+28.3pp |
| Annual return | 15.33% | 17.73%-2.4pp | 59.47%-44.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,479 | $4,286-42.2% | $6,158-59.7% | $3,767-34.2% |
| Admin fee / account holder | $13,999 | $3,728+275.5% | $14,255-1.8% | $2,969+371.5% |