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 | $111,310 | $99,957+11.4% | $149,696-25.6% | $73,488+51.5% |
| Participation rate | 91.0% | 75.7%+15.3pp | 82.5%+8.5pp | 70.7%+20.3pp |
| Annual return | 17.96% | 53.87%-35.9pp | 276.60%-258.6pp | 28.51%-10.6pp |
| Employer contribution / active EE | $3,618 | $3,191+13.4% | $4,644-22.1% | $2,270+59.4% |
| Participant deferral / active EE | $8,876 | $6,073+46.2% | $6,842+29.7% | $3,740+137.4% |
| Admin fee / account holder | $10,514 | $551+1809.2% | $9,309+12.9% | $513+1949.2% |