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 | $441,803 | $93,571+372.2% | $135,903+225.1% | $75,163+487.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.17% | 30.90%-11.7pp | 68.23%-49.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $21,017 | $3,537+494.3% | $4,856+332.8% | $2,670+687.2% |
| Participant deferral / active EE | $16,591 | $6,404+159.1% | $7,758+113.9% | $4,125+302.2% |
| Admin fee / account holder | $44,035 | $6,975+531.3% | $10,762+309.2% | $5,651+679.3% |