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 | $123,222 | $101,724+21.1% | $164,813-25.2% | $80,856+52.4% |
| Participation rate | 76.4% | 71.8%+4.6pp | 78.6%-2.2pp | 67.6%+8.8pp |
| Annual return | 22.19% | 16.72%+5.5pp | 69.93%-47.7pp | 35.59%-13.4pp |
| Employer contribution / active EE | $2,886 | $2,953-2.3% | $4,341-33.5% | $2,755+4.8% |
| Participant deferral / active EE | $3,196 | $4,477-28.6% | $6,031-47.0% | $4,296-25.6% |
| Admin fee / account holder | $3,701 | $8,227-55.0% | $12,690-70.8% | $6,918-46.5% |