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 | $155,462 | $62,586+148.4% | $76,768+102.5% | $64,186+142.2% |
| Participation rate | 92.8% | 72.8%+20.0pp | 77.0%+15.8pp | 69.6%+23.2pp |
| Annual return | -7.51% | -1.95%-5.6pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $8,129 | $1,832+343.8% | $2,485+227.1% | $2,381+241.5% |
| Participant deferral / active EE | $9,223 | $3,145+193.3% | $3,852+139.5% | $3,470+165.8% |
| Admin fee / account holder | $2,663 | $4,667-42.9% | $6,675-60.1% | $4,888-45.5% |