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 | $44,558 | $56,053-20.5% | $75,972-41.3% | $80,856-44.9% |
| Participation rate | 97.7% | 62.0%+35.7pp | 69.1%+28.6pp | 67.6%+30.1pp |
| Annual return | 15.93% | 20.53%-4.6pp | 359.55%-343.6pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,422 | $1,874+189.3% | $2,685+101.9% | $2,755+96.8% |
| Participant deferral / active EE | $5,337 | $3,052+74.9% | $4,255+25.4% | $4,296+24.2% |
| Admin fee / account holder | $4,640 | $5,234-11.3% | $6,467-28.2% | $6,918-32.9% |