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 | $101,176 | $63,346+59.7% | $92,233+9.7% | $70,131+44.3% |
| Participation rate | 89.1% | 68.7%+20.5pp | 76.5%+12.7pp | 69.5%+19.6pp |
| Annual return | 17.87% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,826 | $2,471-26.1% | $3,679-50.4% | $2,342-22.1% |
| Participant deferral / active EE | $6,307 | $2,854+121.0% | $3,897+61.9% | $3,332+89.3% |
| Admin fee / account holder | $6,373 | $3,840+66.0% | $5,194+22.7% | $4,645+37.2% |