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 | $74,243 | $78,926-5.9% | $136,749-45.7% | $84,808-12.5% |
| Participation rate | 95.8% | 62.2%+33.6pp | 72.1%+23.6pp | 68.3%+27.5pp |
| Annual return | 15.10% | 18.17%-3.1pp | 24.33%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $943 | $2,134-55.8% | $3,400-72.3% | $2,631-64.2% |
| Participant deferral / active EE | $4,926 | $3,168+55.5% | $4,692+5.0% | $4,212+17.0% |
| Admin fee / account holder | $4,549 | $6,369-28.6% | $11,386-60.0% | $7,344-38.1% |