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 | $169,475 | $73,867+129.4% | $143,757+17.9% | $68,494+147.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 5.01% | 1.01%+4.0pp | -0.04%+5.1pp | -7.84%+12.9pp |
| Employer contribution / active EE | $15,369 | $3,184+382.7% | $4,951+210.4% | $2,596+491.9% |
| Participant deferral / active EE | $2,833 | $3,384-16.3% | $5,637-49.7% | $4,027-29.7% |
| Admin fee / account holder | $3,761 | $5,755-34.6% | $14,673-74.4% | $5,403-30.4% |