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 | $87,089 | $145,904-40.3% | $83,848+3.9% | - |
| Participation rate | 80.8% | 64.1%+16.7pp | 76.1%+4.7pp | - |
| Annual return | 51.44% | -3.19%+54.6pp | 850.88%-799.4pp | - |
| Employer contribution / active EE | $3,221 | $1,734+85.7% | $3,631-11.3% | - |
| Participant deferral / active EE | $4,672 | $2,760+69.3% | $4,082+14.5% | - |
| Admin fee / account holder | $7,167 | $8,727-17.9% | $5,478+30.8% | - |