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 | $40,798 | $72,114-43.4% | $108,745-62.5% | $62,891-35.1% |
| Participation rate | 98.9% | 74.6%+24.3pp | 77.7%+21.3pp | 69.3%+29.6pp |
| Annual return | 10.81% | 13.41%-2.6pp | 46.22%-35.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $570 | $2,694-78.8% | $3,323-82.8% | $2,281-75.0% |
| Participant deferral / active EE | $2,630 | $4,044-35.0% | $5,121-48.7% | $3,203-17.9% |
| Admin fee / account holder | $935 | $4,608-79.7% | $6,144-84.8% | $4,296-78.2% |