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 | $204,329 | $105,181+94.3% | $159,436+28.2% | $85,850+138.0% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 16.44% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $11,604 | $3,318+249.7% | $4,829+140.3% | $2,565+352.4% |
| Participant deferral / active EE | $10,705 | $5,945+80.1% | $7,352+45.6% | $3,952+170.9% |
| Admin fee / account holder | $9,883 | $6,933+42.5% | $10,799-8.5% | $6,260+57.9% |