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 | $251,008 | $45,035+457.4% | $62,995+298.5% | $70,131+257.9% |
| Participation rate | 77.8% | 69.5%+8.3pp | 74.8%+3.0pp | 69.5%+8.2pp |
| Annual return | 16.42% | 18.76%-2.3pp | 87.57%-71.1pp | 73.14%-56.7pp |
| Employer contribution / active EE | $8,607 | $2,051+319.6% | $2,759+212.0% | $2,342+267.4% |
| Participant deferral / active EE | $6,597 | $2,465+167.7% | $3,329+98.1% | $3,332+98.0% |
| Admin fee / account holder | $3,276 | $2,834+15.6% | $3,600-9.0% | $4,645-29.5% |