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 | $301,752 | $93,571+222.5% | $135,903+122.0% | $75,163+301.5% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 67.2%+31.6pp |
| Annual return | 18.27% | 30.90%-12.6pp | 68.23%-50.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $5,603 | $3,537+58.4% | $4,856+15.4% | $2,670+109.9% |
| Participant deferral / active EE | $6,978 | $6,404+9.0% | $7,758-10.1% | $4,125+69.2% |
| Admin fee / account holder | $32,761 | $6,975+369.7% | $10,762+204.4% | $5,651+479.7% |