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 8-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 | $19,609 | $49,915-60.7% | $154,803-87.3% | $74,304-73.6% |
| Participation rate | 99.2% | 54.0%+45.2pp | 78.1%+21.1pp | 60.3%+38.8pp |
| Annual return | 15.34% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,849 | $1,611+14.8% | $4,305-57.0% | $2,241-17.5% |
| Participant deferral / active EE | $2,349 | $2,255+4.2% | $5,540-57.6% | $3,767-37.6% |
| Admin fee / account holder | $2,103 | $2,189-3.9% | $14,329-85.3% | $2,969-29.1% |