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 | $57,095 | $81,248-29.7% | $155,509-63.3% | $80,856-29.4% |
| Participation rate | 98.5% | 66.2%+32.2pp | 78.2%+20.3pp | 67.6%+30.8pp |
| Annual return | 14.53% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,770 | $3,100-10.6% | $4,672-40.7% | $2,755+0.6% |
| Participant deferral / active EE | $2,920 | $3,452-15.4% | $5,626-48.1% | $4,296-32.0% |
| Admin fee / account holder | $11,368 | $7,997+42.2% | $15,912-28.6% | $6,918+64.3% |