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 | $20,456 | $80,717-74.7% | $154,803-86.8% | $84,808-75.9% |
| Participation rate | 94.2% | 66.8%+27.4pp | 78.1%+16.1pp | 68.3%+25.9pp |
| Annual return | 15.38% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,819 | $2,761-34.1% | $4,305-57.7% | $2,631-30.8% |
| Participant deferral / active EE | $2,852 | $3,303-13.7% | $5,540-48.5% | $4,212-32.3% |
| Admin fee / account holder | $2,284 | $6,746-66.1% | $14,329-84.1% | $7,344-68.9% |