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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,771 | $100,923+234.7% | $150,045+125.1% | $74,304+354.6% |
| Participation rate | 85.0% | 70.1%+15.0pp | 82.3%+2.7pp | 60.3%+24.7pp |
| Annual return | 16.10% | 51.77%-35.7pp | 62.55%-46.5pp | 29.43%-13.3pp |
| Employer contribution / active EE | $3,624 | $3,463+4.6% | $4,693-22.8% | $2,241+61.7% |
| Participant deferral / active EE | $9,312 | $6,709+38.8% | $7,997+16.4% | $3,767+147.2% |
| Admin fee / account holder | $12,023 | $2,767+334.5% | $13,435-10.5% | $2,969+305.0% |