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 | $133,041 | $89,753+48.2% | $107,525+23.7% | $84,808+56.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.96% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $7,162 | $3,113+130.0% | $3,754+90.8% | $2,631+172.2% |
| Participant deferral / active EE | $6,014 | $4,056+48.3% | $5,116+17.6% | $4,212+42.8% |
| Admin fee / account holder | $25,267 | $7,222+249.9% | $8,919+183.3% | $7,344+244.1% |