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 | $28,631 | $81,208-64.7% | $98,907-71.1% | $79,858-64.1% |
| Participation rate | 85.9% | 72.5%+13.4pp | 76.0%+9.9pp | 69.6%+16.3pp |
| Annual return | 14.77% | 60.99%-46.2pp | 196.43%-181.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $853 | $1,960-56.5% | $2,689-68.3% | $2,471-65.5% |
| Participant deferral / active EE | $2,490 | $3,265-23.7% | $4,244-41.3% | $3,740-33.4% |
| Admin fee / account holder | $3,021 | $6,013-49.8% | $6,642-54.5% | $5,306-43.1% |