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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $564,341 | $109,881+413.6% | $150,045+276.1% | $84,808+565.4% |
| Participation rate | 87.3% | 76.1%+11.3pp | 82.3%+5.0pp | 68.3%+19.0pp |
| Annual return | 12.06% | 28.25%-16.2pp | 62.55%-50.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $9,947 | $3,561+179.3% | $4,693+111.9% | $2,631+278.1% |
| Participant deferral / active EE | $7,797 | $6,636+17.5% | $7,997-2.5% | $4,212+85.1% |
| Admin fee / account holder | $69,172 | $8,568+707.3% | $13,435+414.9% | $7,344+841.9% |