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 | $78,466 | $208,526-62.4% | $96,683-18.8% | - |
| Participation rate | 71.7% | 66.0%+5.8pp | 74.3%-2.6pp | - |
| Annual return | 15.30% | 18.23%-2.9pp | 35.69%-20.4pp | - |
| Employer contribution / active EE | $2,738 | $2,182+25.5% | $3,737-26.7% | - |
| Participant deferral / active EE | $3,792 | $4,056-6.5% | $4,878-22.3% | - |
| Admin fee / account holder | $5,946 | $13,060-54.5% | $6,730-11.6% | - |