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 9-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 | $62,621 | $110,887-43.5% | - | $145,922-57.1% |
| Participation rate | 77.8% | 68.1%+9.7pp | - | 80.3%-2.5pp |
| Annual return | 11.55% | 17.59%-6.0pp | - | 561.29%-549.7pp |
| Employer contribution / active EE | $2,381 | $5,672-58.0% | - | $4,660-48.9% |
| Participant deferral / active EE | $6,891 | $5,582+23.4% | - | $6,688+3.0% |
| Admin fee / account holder | $30,184 | $6,317+377.8% | - | $13,397+125.3% |