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 5-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 | $13,302 | $49,915-73.4% | $154,803-91.4% | $74,304-82.1% |
| Participation rate | 76.3% | 54.0%+22.4pp | 78.1%-1.8pp | 60.3%+16.0pp |
| Annual return | 30.25% | 34.06%-3.8pp | 58.88%-28.6pp | 29.43%+0.8pp |
| Employer contribution / active EE | $1,754 | $1,611+8.9% | $4,305-59.3% | $2,241-21.7% |
| Participant deferral / active EE | $2,693 | $2,255+19.5% | $5,540-51.4% | $3,767-28.5% |
| Admin fee / account holder | $1,758 | $2,189-19.7% | $14,329-87.7% | $2,969-40.8% |