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 | $71,937 | $176,947-59.3% | $91,541-21.4% | - |
| Participation rate | 76.8% | 61.8%+14.9pp | 69.8%+7.0pp | - |
| Annual return | 16.63% | 15.13%+1.5pp | 20.50%-3.9pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,505-100.0% | - |
| Participant deferral / active EE | $6,273 | $4,114+52.5% | $4,008+56.5% | - |
| Admin fee / account holder | $11,034 | $22,209-50.3% | $6,956+58.6% | - |