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 | $106,707 | $104,475+2.1% | $159,436-33.1% | $79,386+34.4% |
| Participation rate | 77.5% | 76.6%+0.9pp | 82.8%-5.3pp | 70.7%+6.8pp |
| Annual return | 18.61% | 67.95%-49.3pp | 263.57%-245.0pp | 116.85%-98.2pp |
| Employer contribution / active EE | $3,459 | $3,417+1.2% | $4,829-28.4% | $2,427+42.5% |
| Participant deferral / active EE | $8,737 | $6,467+35.1% | $7,352+18.8% | $4,046+116.0% |
| Admin fee / account holder | $986 | $711+38.7% | $10,799-90.9% | $626+57.5% |