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 3-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 | $327,944 | $148,978+120.1% | $200,582+63.5% | $84,808+286.7% |
| Participation rate | 80.7% | 84.2%-3.5pp | 86.9%-6.2pp | 68.3%+12.4pp |
| Annual return | 15.40% | 28.16%-12.8pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $11,388 | $4,815+136.5% | $6,419+77.4% | $2,631+332.8% |
| Participant deferral / active EE | $15,657 | $7,142+119.2% | $9,331+67.8% | $4,212+271.8% |
| Admin fee / account holder | $4,097 | $13,977-70.7% | $16,305-74.9% | $7,344-44.2% |