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 | $99,895 | $197,263-49.4% | $99,443+0.5% | - |
| Participation rate | 74.7% | 67.9%+6.9pp | 73.8%+0.9pp | - |
| Annual return | 22.41% | 16.18%+6.2pp | 30.72%-8.3pp | - |
| Employer contribution / active EE | $3,418 | $1,949+75.4% | $2,540+34.6% | - |
| Participant deferral / active EE | $6,671 | $3,315+101.2% | $3,619+84.3% | - |
| Admin fee / account holder | $848 | $14,091-94.0% | $6,250-86.4% | - |