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 | $42,879 | $78,672-45.5% | $109,143-60.7% | $85,850-50.1% |
| Participation rate | 98.1% | 68.3%+29.8pp | 75.9%+22.2pp | 69.3%+28.8pp |
| Annual return | 25.33% | 25.09%+0.2pp | 25.75%-0.4pp | 318.53%-293.2pp |
| Employer contribution / active EE | $24,962 | $2,735+812.8% | $3,722+570.7% | $2,565+873.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $672 | $5,469-87.7% | $6,752-90.0% | $6,260-89.3% |