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 | $72,717 | $76,367-4.8% | $93,606-22.3% | $72,985-0.4% |
| Participation rate | 94.8% | 71.7%+23.1pp | 75.8%+19.0pp | 69.5%+25.3pp |
| Annual return | 18.47% | 25.82%-7.4pp | 32.76%-14.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,194 | $2,275-3.6% | $2,718-19.3% | $2,440-10.1% |
| Participant deferral / active EE | $5,962 | $3,538+68.5% | $4,069+46.5% | $3,607+65.3% |
| Admin fee / account holder | $995 | $6,838-85.5% | $7,888-87.4% | $5,124-80.6% |