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 | $141,062 | $176,947-20.3% | $116,228+21.4% | - |
| Participation rate | 75.8% | 61.8%+13.9pp | 74.6%+1.2pp | - |
| Annual return | 27.62% | 15.13%+12.5pp | 90.06%-62.4pp | - |
| Employer contribution / active EE | $808 | $2,196-63.2% | $2,994-73.0% | - |
| Participant deferral / active EE | $2,539 | $4,114-38.3% | $4,953-48.7% | - |
| Admin fee / account holder | $15,384 | $22,209-30.7% | $11,989+28.3% | - |