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 5-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 | $251,178 | $132,049+90.2% | $200,582+25.2% | $74,304+238.0% |
| Participation rate | 97.0% | 84.1%+13.0pp | 86.9%+10.1pp | 60.3%+36.7pp |
| Annual return | 35.38% | 22.22%+13.2pp | 42.33%-7.0pp | 29.43%+5.9pp |
| Employer contribution / active EE | $27,607 | $4,558+505.7% | $6,419+330.1% | $2,241+1131.8% |
| Participant deferral / active EE | $16,367 | $7,213+126.9% | $9,331+75.4% | $3,767+334.5% |
| Admin fee / account holder | $3,391 | $2,405+41.0% | $16,305-79.2% | $2,969+14.2% |