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 6-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 | $46,305 | $81,248-43.0% | $155,509-70.2% | $80,856-42.7% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | 30.05% | 33.31%-3.3pp | 64.67%-34.6pp | 35.59%-5.5pp |
| Employer contribution / active EE | $2,761 | $3,100-11.0% | $4,672-40.9% | $2,755+0.2% |
| Participant deferral / active EE | $9,271 | $3,452+168.6% | $5,626+64.8% | $4,296+115.8% |
| Admin fee / account holder | $3,806 | $7,997-52.4% | $15,912-76.1% | $6,918-45.0% |