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 | $67,151 | $56,317+19.2% | $71,209-5.7% | $74,304-9.6% |
| Participation rate | 73.9% | 55.1%+18.7pp | 73.8%+0.1pp | 60.3%+13.5pp |
| Annual return | 23.52% | 42.83%-19.3pp | 282.51%-259.0pp | 29.43%-5.9pp |
| Employer contribution / active EE | $2,688 | $2,160+24.5% | $2,721-1.2% | $2,241+19.9% |
| Participant deferral / active EE | $6,616 | $2,788+137.3% | $4,175+58.5% | $3,767+75.6% |
| Admin fee / account holder | $6,406 | $2,290+179.8% | $5,349+19.8% | $2,969+115.8% |