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 | $472,927 | $84,233+461.5% | $170,442+177.5% | $70,131+574.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.16% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $17,618 | $3,387+420.2% | $5,433+224.3% | $2,342+652.1% |
| Participant deferral / active EE | $2,495 | $3,086-19.1% | $4,939-49.5% | $3,332-25.1% |
| Admin fee / account holder | $7,859 | $5,698+37.9% | $13,880-43.4% | $4,645+69.2% |