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 | $64,726 | $57,541+12.5% | $95,745-32.4% | $75,163-13.9% |
| Participation rate | 90.7% | 62.5%+28.2pp | 72.3%+18.4pp | 67.2%+23.5pp |
| Annual return | 14.68% | 34.93%-20.3pp | 28.35%-13.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,044 | $1,808-42.2% | $2,835-63.2% | $2,670-60.9% |
| Participant deferral / active EE | $7,309 | $3,074+137.8% | $4,245+72.2% | $4,125+77.2% |
| Admin fee / account holder | $3,200 | $4,099-21.9% | $5,678-43.6% | $5,651-43.4% |