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 | $341,569 | $77,813+339.0% | $123,544+176.5% | $64,186+432.2% |
| Participation rate | 95.0% | 74.7%+20.3pp | 82.3%+12.7pp | 69.6%+25.4pp |
| Annual return | 1.37% | 12.48%-11.1pp | 119.20%-117.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $17,048 | $3,014+465.7% | $4,628+268.4% | $2,381+616.1% |
| Participant deferral / active EE | $9,600 | $5,240+83.2% | $6,426+49.4% | $3,470+176.7% |
| Admin fee / account holder | $24,464 | $5,519+343.3% | $9,284+163.5% | $4,888+400.5% |