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 | $352,675 | $101,317+248.1% | $146,958+140.0% | $74,495+373.4% |
| Participation rate | 88.3% | 75.5%+12.8pp | 82.2%+6.2pp | 67.2%+21.1pp |
| Annual return | 14.70% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $8,568 | $3,810+124.9% | $4,933+73.7% | $2,623+226.6% |
| Participant deferral / active EE | $9,429 | $7,303+29.1% | $8,070+16.8% | $4,346+117.0% |
| Admin fee / account holder | $38,553 | $1,739+2117.2% | $12,998+196.6% | $1,942+1885.5% |