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 | $241,218 | $89,355+170.0% | $141,162+70.9% | $72,985+230.5% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 23.50% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $7,137 | $3,114+129.2% | $4,735+50.7% | $2,440+192.5% |
| Participant deferral / active EE | $6,089 | $5,418+12.4% | $6,709-9.2% | $3,607+68.8% |
| Admin fee / account holder | $5,619 | $5,958-5.7% | $10,261-45.2% | $5,124+9.6% |