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 | $103,065 | $51,355+100.7% | $90,951+13.3% | - |
| Participation rate | 76.8% | 56.3%+20.4pp | 69.0%+7.8pp | - |
| Annual return | 14.38% | 22.61%-8.2pp | 134.60%-120.2pp | - |
| Employer contribution / active EE | $1,701 | $901+88.7% | $2,122-19.8% | - |
| Participant deferral / active EE | $5,114 | $2,212+131.2% | $3,373+51.6% | - |
| Admin fee / account holder | $4,129 | $7,937-48.0% | $5,959-30.7% | - |