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 | $56,574 | $109,359-48.3% | $162,163-65.1% | $72,985-22.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 31.14% | 25.46%+5.7pp | 115.59%-84.5pp | 81.00%-49.9pp |
| Employer contribution / active EE | $11,455 | $3,907+193.2% | $5,614+104.1% | $2,440+369.5% |
| Participant deferral / active EE | $7,609 | $5,481+38.8% | $7,298+4.3% | $3,607+110.9% |
| Admin fee / account holder | $5,994 | $7,972-24.8% | $10,843-44.7% | $5,124+17.0% |