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 | $32,512 | $295,684-89.0% | $154,803-79.0% | - |
| Participation rate | 88.9% | 53.1%+35.8pp | 78.1%+10.8pp | - |
| Annual return | 12.73% | 11.49%+1.2pp | 58.88%-46.1pp | - |
| Employer contribution / active EE | $1,162 | $1,145+1.5% | $4,305-73.0% | - |
| Participant deferral / active EE | $4,399 | $2,052+114.4% | $5,540-20.6% | - |
| Admin fee / account holder | $13,632 | $60,072-77.3% | $14,329-4.9% | - |