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 | $459,441 | $55,415+729.1% | $155,509+195.4% | $74,495+516.7% |
| Participation rate | 85.0% | 61.9%+23.1pp | 78.2%+6.8pp | 67.2%+17.8pp |
| Annual return | 17.44% | 268.50%-251.1pp | 64.67%-47.2pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $16,321 | $2,267+619.9% | $4,672+249.3% | $2,623+522.2% |
| Participant deferral / active EE | $15,143 | $2,836+433.9% | $5,626+169.1% | $4,346+248.4% |
| Admin fee / account holder | $33,960 | $1,738+1853.6% | $15,912+113.4% | $1,942+1649.0% |