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 4-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 | $224,541 | $80,717+178.2% | $154,803+45.0% | $84,808+164.8% |
| Participation rate | 95.7% | 66.8%+28.9pp | 78.1%+17.7pp | 68.3%+27.4pp |
| Annual return | 14.85% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $8,873 | $2,761+221.3% | $4,305+106.1% | $2,631+237.3% |
| Participant deferral / active EE | $5,707 | $3,303+72.8% | $5,540+3.0% | $4,212+35.5% |
| Admin fee / account holder | $2,574 | $6,746-61.8% | $14,329-82.0% | $7,344-65.0% |