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 | $77,748 | $62,327+24.7% | $120,354-35.4% | $74,495+4.4% |
| Participation rate | 71.6% | 56.8%+14.8pp | 71.9%-0.3pp | 67.2%+4.4pp |
| Annual return | 22.19% | 18.61%+3.6pp | 107.15%-85.0pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $3,955 | $1,843+114.6% | $3,463+14.2% | $2,623+50.8% |
| Participant deferral / active EE | $6,275 | $2,893+116.9% | $4,991+25.7% | $4,346+44.4% |
| Admin fee / account holder | $4,293 | $2,396+79.2% | $9,423-54.4% | $1,942+121.1% |