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 | $100,006 | $78,422+27.5% | $95,952+4.2% | $79,858+25.2% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.3pp | 69.6%+26.8pp |
| Annual return | 13.89% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,544 | $1,945+82.2% | $2,541+39.5% | $2,471+43.4% |
| Participant deferral / active EE | $2,622 | $3,440-23.8% | $4,167-37.1% | $3,740-29.9% |
| Admin fee / account holder | $10,109 | $5,622+79.8% | $6,795+48.8% | $5,306+90.5% |