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 | $107,913 | $109,881-1.8% | $150,045-28.1% | $84,808+27.2% |
| Participation rate | 89.0% | 76.1%+12.9pp | 82.3%+6.7pp | 68.3%+20.7pp |
| Annual return | 28.52% | 28.25%+0.3pp | 62.55%-34.0pp | 40.90%-12.4pp |
| Employer contribution / active EE | $2,330 | $3,561-34.6% | $4,693-50.3% | $2,631-11.4% |
| Participant deferral / active EE | $5,786 | $6,636-12.8% | $7,997-27.7% | $4,212+37.4% |
| Admin fee / account holder | $1,013 | $8,568-88.2% | $13,435-92.5% | $7,344-86.2% |