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 | $319,839 | $48,230+563.1% | $67,502+373.8% | $80,856+295.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.75% | 18.28%-1.5pp | 3512.12%-3495.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $18,442 | $2,020+813.1% | $2,731+575.3% | $2,755+569.4% |
| Participant deferral / active EE | $1,891 | $2,924-35.3% | $4,000-52.7% | $4,296-56.0% |
| Admin fee / account holder | $10,268 | $3,681+178.9% | $3,998+156.8% | $6,918+48.4% |