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 | $52,017 | $59,839-13.1% | $81,983-36.6% | $79,858-34.9% |
| Participation rate | 81.4% | 61.6%+19.8pp | 69.2%+12.2pp | 69.6%+11.8pp |
| Annual return | 20.14% | 17.56%+2.6pp | 41.31%-21.2pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,094 | $1,713-36.1% | $2,498-56.2% | $2,471-55.7% |
| Participant deferral / active EE | $3,262 | $2,695+21.0% | $3,722-12.3% | $3,740-12.8% |
| Admin fee / account holder | $356 | $4,287-91.7% | $5,664-93.7% | $5,306-93.3% |