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 | $349,452 | $93,571+273.5% | $135,903+157.1% | $75,163+364.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.44% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $7,403 | $3,537+109.3% | $4,856+52.4% | $2,670+177.3% |
| Participant deferral / active EE | $12,071 | $6,404+88.5% | $7,758+55.6% | $4,125+192.6% |
| Admin fee / account holder | $4,325 | $6,975-38.0% | $10,762-59.8% | $5,651-23.5% |