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 | $57,691 | $102,317-43.6% | $146,958-60.7% | $80,856-28.6% |
| Participation rate | 98.5% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 19.08% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $6,737 | $3,713+81.4% | $4,933+36.6% | $2,755+144.5% |
| Participant deferral / active EE | $13,979 | $6,644+110.4% | $8,070+73.2% | $4,296+225.4% |
| Admin fee / account holder | $5,737 | $7,941-27.8% | $12,998-55.9% | $6,918-17.1% |