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 | $43,594 | $59,263-26.4% | $96,562-54.9% | $79,386-45.1% |
| Participation rate | 74.3% | 61.9%+12.4pp | 69.8%+4.5pp | 70.7%+3.6pp |
| Annual return | 54.36% | 27.07%+27.3pp | 37.78%+16.6pp | 116.85%-62.5pp |
| Employer contribution / active EE | $999 | $1,216-17.9% | $2,356-57.6% | $2,427-58.9% |
| Participant deferral / active EE | $3,609 | $2,948+22.4% | $3,849-6.2% | $4,046-10.8% |
| Admin fee / account holder | $4,049 | $658+514.9% | $6,181-34.5% | $626+546.3% |