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 | $101,940 | $295,684-65.5% | $154,803-34.1% | - |
| Participation rate | 70.7% | 53.1%+17.6pp | 78.1%-7.4pp | - |
| Annual return | 13.84% | 11.49%+2.3pp | 58.88%-45.0pp | - |
| Employer contribution / active EE | $1,313 | $1,145+14.7% | $4,305-69.5% | - |
| Participant deferral / active EE | $3,918 | $2,052+91.0% | $5,540-29.3% | - |
| Admin fee / account holder | $5,060 | $60,072-91.6% | $14,329-64.7% | - |