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 | $50,065 | $99,957-49.9% | $149,696-66.6% | $73,488-31.9% |
| Participation rate | 94.4% | 75.7%+18.7pp | 82.5%+11.9pp | 70.7%+23.7pp |
| Annual return | 13.61% | 53.87%-40.3pp | 276.60%-263.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $3,083 | $3,191-3.4% | $4,644-33.6% | $2,270+35.8% |
| Participant deferral / active EE | $6,027 | $6,073-0.7% | $6,842-11.9% | $3,740+61.2% |
| Admin fee / account holder | $4,324 | $551+685.2% | $9,309-53.6% | $513+742.7% |