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 | $298,202 | $80,717+269.4% | $154,803+92.6% | $84,808+251.6% |
| Participation rate | 94.9% | 66.8%+28.1pp | 78.1%+16.8pp | 68.3%+26.6pp |
| Annual return | 14.54% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,359 | $2,761+166.5% | $4,305+70.9% | $2,631+179.7% |
| Participant deferral / active EE | $5,861 | $3,303+77.4% | $5,540+5.8% | $4,212+39.2% |
| Admin fee / account holder | $5,028 | $6,746-25.5% | $14,329-64.9% | $7,344-31.5% |