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 | $113,312 | $273,761-58.6% | $107,525+5.4% | - |
| Participation rate | 96.0% | 58.9%+37.1pp | 75.1%+20.9pp | - |
| Annual return | 37.45% | 16.25%+21.2pp | 181.32%-143.9pp | - |
| Employer contribution / active EE | $3,174 | $2,099+51.3% | $3,754-15.4% | - |
| Participant deferral / active EE | $6,747 | $3,884+73.7% | $5,116+31.9% | - |
| Admin fee / account holder | $5,244 | $22,208-76.4% | $8,919-41.2% | - |