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 6-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 | $16,427 | $73,867-77.8% | $143,757-88.6% | $68,494-76.0% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | 2.65% | 1.01%+1.6pp | -0.04%+2.7pp | -7.84%+10.5pp |
| Employer contribution / active EE | $1,250 | $3,184-60.7% | $4,951-74.7% | $2,596-51.8% |
| Participant deferral / active EE | $9,395 | $3,384+177.6% | $5,637+66.7% | $4,027+133.3% |
| Admin fee / account holder | $1,383 | $5,755-76.0% | $14,673-90.6% | $5,403-74.4% |