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 | $24,382 | $54,762-55.5% | $90,281-73.0% | $72,985-66.6% |
| Participation rate | 96.1% | 65.1%+30.9pp | 73.3%+22.8pp | 69.5%+26.6pp |
| Annual return | 22.91% | 30.63%-7.7pp | 78.10%-55.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $652 | $2,092-68.9% | $2,854-77.2% | $2,440-73.3% |
| Participant deferral / active EE | $2,703 | $2,887-6.4% | $3,885-30.4% | $3,607-25.1% |
| Admin fee / account holder | $681 | $3,972-82.9% | $5,351-87.3% | $5,124-86.7% |