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 | $74,147 | $80,673-8.1% | $101,326-26.8% | $84,808-12.6% |
| Participation rate | 92.6% | 77.8%+14.8pp | 81.5%+11.1pp | 68.3%+24.2pp |
| Annual return | 17.06% | 38.95%-21.9pp | 36.82%-19.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,923 | $6,840+15.8% | $7,994-0.9% | $4,212+88.1% |
| Admin fee / account holder | $1,839 | $12,784-85.6% | $11,185-83.6% | $7,344-75.0% |