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 | $153,647 | $150,818+1.9% | $100,391+53.0% | - |
| Participation rate | 84.8% | 67.3%+17.5pp | 81.5%+3.4pp | - |
| Annual return | 16.25% | 14.05%+2.2pp | 49.20%-33.0pp | - |
| Employer contribution / active EE | $1,730 | $2,537-31.8% | $3,942-56.1% | - |
| Participant deferral / active EE | $6,844 | $4,233+61.7% | $8,082-15.3% | - |
| Admin fee / account holder | $30,861 | $25,214+22.4% | $7,899+290.7% | - |