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 | $345,819 | $109,881+214.7% | $150,045+130.5% | $84,808+307.8% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.0pp | 68.3%+28.1pp |
| Annual return | 15.13% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,545 | $3,561+83.8% | $4,693+39.5% | $2,631+148.8% |
| Participant deferral / active EE | $12,935 | $6,636+94.9% | $7,997+61.8% | $4,212+207.1% |
| Admin fee / account holder | $9,941 | $8,568+16.0% | $13,435-26.0% | $7,344+35.4% |