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 | $57,099 | $44,960+27.0% | $84,966-32.8% | $74,495-23.4% |
| Participation rate | 95.3% | 49.4%+46.0pp | 67.5%+27.8pp | 67.2%+28.1pp |
| Annual return | 13.14% | 26.24%-13.1pp | 66.38%-53.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,256 | $1,457+54.8% | $2,727-17.3% | $2,623-14.0% |
| Participant deferral / active EE | $3,784 | $2,731+38.6% | $4,519-16.3% | $4,346-12.9% |
| Admin fee / account holder | $3,451 | $2,209+56.2% | $6,149-43.9% | $1,942+77.7% |