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 | $255,842 | $109,881+132.8% | $150,045+70.5% | $84,808+201.7% |
| Participation rate | 96.5% | 76.1%+20.4pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 16.83% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,992 | $3,561+68.3% | $4,693+27.7% | $2,631+127.8% |
| Participant deferral / active EE | $9,592 | $6,636+44.5% | $7,997+19.9% | $4,212+127.7% |
| Admin fee / account holder | $8,227 | $8,568-4.0% | $13,435-38.8% | $7,344+12.0% |