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 | $292,032 | $98,750+195.7% | $149,696+95.1% | $79,858+265.7% |
| Participation rate | 91.0% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.4pp |
| Annual return | 15.93% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $20,894 | $3,216+549.6% | $4,644+349.9% | $2,471+745.6% |
| Participant deferral / active EE | $13,732 | $5,680+141.8% | $6,842+100.7% | $3,740+267.2% |
| Admin fee / account holder | $30,419 | $6,053+402.6% | $9,309+226.8% | $5,306+473.3% |