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 | $37,291 | $70,250-46.9% | $386,318-90.3% | $116,875-68.1% |
| Participation rate | 92.3% | 68.3%+24.1pp | 67.7%+24.6pp | 74.5%+17.8pp |
| Annual return | 18.98% | 17.57%+1.4pp | -2.64%+21.6pp | 16.29%+2.7pp |
| Employer contribution / active EE | $4,047 | $2,512+61.1% | $4,025+0.5% | $3,288+23.1% |
| Participant deferral / active EE | $5,824 | $3,180+83.1% | $3,524+65.3% | $3,885+49.9% |
| Admin fee / account holder | $3,766 | $7,267-48.2% | $16,179-76.7% | $12,263-69.3% |