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 | $463,957 | $93,571+395.8% | $135,903+241.4% | $75,163+517.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.76% | 30.90%-10.1pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $14,357 | $3,537+305.9% | $4,856+195.6% | $2,670+437.7% |
| Participant deferral / active EE | $12,867 | $6,404+100.9% | $7,758+65.9% | $4,125+211.9% |
| Admin fee / account holder | $8,384 | $6,975+20.2% | $10,762-22.1% | $5,651+48.4% |