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 | $70,475 | $180,101-60.9% | $77,163-8.7% | - |
| Participation rate | 93.9% | 65.2%+28.7pp | 69.6%+24.4pp | - |
| Annual return | 19.86% | 26.55%-6.7pp | 37.87%-18.0pp | - |
| Employer contribution / active EE | $1,071 | $2,353-54.5% | $2,535-57.7% | - |
| Participant deferral / active EE | $4,183 | $4,104+1.9% | $3,833+9.1% | - |
| Admin fee / account holder | $20,060 | $23,406-14.3% | $5,472+266.6% | - |