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 | $57,627 | $56,629+1.8% | $77,999-26.1% | $55,167+4.5% |
| Participation rate | 89.1% | 73.3%+15.8pp | 75.5%+13.6pp | 69.0%+20.1pp |
| Annual return | 14.85% | 2866.98%-2852.1pp | 425.96%-411.1pp | 169.23%-154.4pp |
| Employer contribution / active EE | $4,724 | $1,723+174.2% | $2,470+91.3% | $1,963+140.7% |
| Participant deferral / active EE | $10,244 | $2,777+268.9% | $3,497+193.0% | $3,054+235.4% |
| Admin fee / account holder | $2,614 | $467+460.3% | $5,480-52.3% | $504+418.7% |