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 | $69,619 | $55,214+26.1% | $104,607-33.4% | $73,488-5.3% |
| Participation rate | 73.7% | 67.8%+5.8pp | 74.1%-0.4pp | 70.7%+3.0pp |
| Annual return | 34.52% | 24.79%+9.7pp | 340.46%-305.9pp | 28.51%+6.0pp |
| Employer contribution / active EE | $1,510 | $1,468+2.9% | $2,681-43.7% | $2,270-33.5% |
| Participant deferral / active EE | $2,816 | $2,925-3.7% | $3,740-24.7% | $3,740-24.7% |
| Admin fee / account holder | $4,994 | $424+1078.5% | $6,473-22.8% | $513+873.4% |