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 | $98,505 | $81,248+21.2% | $155,509-36.7% | $80,856+21.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.32% | 33.31%-17.0pp | 64.67%-48.3pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,336 | $3,100-24.7% | $4,672-50.0% | $2,755-15.2% |
| Participant deferral / active EE | $4,963 | $3,452+43.8% | $5,626-11.8% | $4,296+15.5% |
| Admin fee / account holder | $738 | $7,997-90.8% | $15,912-95.4% | $6,918-89.3% |