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 | $61,881 | $164,447-62.4% | $100,516-38.4% | - |
| Participation rate | 97.0% | 80.0%+16.9pp | 79.4%+17.6pp | - |
| Annual return | 16.84% | 24.40%-7.6pp | 30.89%-14.0pp | - |
| Employer contribution / active EE | $3,123 | $2,075+50.5% | $3,418-8.6% | - |
| Participant deferral / active EE | $9,115 | $7,296+24.9% | $6,270+45.4% | - |
| Admin fee / account holder | $5,545 | $1,510+267.2% | $8,081-31.4% | - |