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 | $68,969 | $295,684-76.7% | $154,803-55.4% | - |
| Participation rate | 100.0% | 53.1%+46.9pp | 78.1%+21.9pp | - |
| Annual return | 11.57% | 11.49%+0.1pp | 58.88%-47.3pp | - |
| Employer contribution / active EE | $1,138 | $1,145-0.6% | $4,305-73.6% | - |
| Participant deferral / active EE | $2,073 | $2,052+1.0% | $5,540-62.6% | - |
| Admin fee / account holder | $7,838 | $60,072-87.0% | $14,329-45.3% | - |