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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $715,803 | $100,852+609.8% | $90,404+691.8% | $158,922+350.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.04% | 1724.20%-1699.2pp | 1293.02%-1268.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,825 | $3,689-50.5% | $3,262-44.0% | $4,761-61.7% |
| Participant deferral / active EE | $5,100 | $4,348+17.3% | $3,963+28.7% | $5,982-14.7% |
| Admin fee / account holder | $16,861 | $6,501+159.4% | $5,611+200.5% | $11,246+49.9% |