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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,300 | $80,717+169.2% | $154,803+40.4% | $84,808+156.2% |
| Participation rate | 86.5% | 66.8%+19.7pp | 78.1%+8.4pp | 68.3%+18.2pp |
| Annual return | 14.42% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,483 | $2,761+134.8% | $4,305+50.6% | $2,631+146.4% |
| Participant deferral / active EE | $4,231 | $3,303+28.1% | $5,540-23.6% | $4,212+0.5% |
| Admin fee / account holder | $122,531 | $6,746+1716.4% | $14,329+755.1% | $7,344+1568.5% |