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 | $49,272 | $102,317-51.8% | $146,958-66.5% | $80,856-39.1% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 23.81% | 134.76%-111.0pp | 418.34%-394.5pp | 35.59%-11.8pp |
| Employer contribution / active EE | $6,526 | $3,713+75.8% | $4,933+32.3% | $2,755+136.9% |
| Participant deferral / active EE | $9,726 | $6,644+46.4% | $8,070+20.5% | $4,296+126.4% |
| Admin fee / account holder | $6,190 | $7,941-22.1% | $12,998-52.4% | $6,918-10.5% |