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 | $59,206 | $101,317-41.6% | $146,958-59.7% | $74,495-20.5% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.2%-10.3pp | 67.2%+4.7pp |
| Annual return | 14.09% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,801 | $3,810-52.7% | $4,933-63.5% | $2,623-31.3% |
| Participant deferral / active EE | $4,292 | $7,303-41.2% | $8,070-46.8% | $4,346-1.2% |
| Admin fee / account holder | $3,548 | $1,739+104.0% | $12,998-72.7% | $1,942+82.7% |