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 | $86,220 | $60,243+43.1% | $86,612-0.5% | - |
| Participation rate | 73.7% | 60.8%+13.0pp | 71.7%+2.0pp | - |
| Annual return | 15.21% | 59.27%-44.1pp | 591.07%-575.9pp | - |
| Employer contribution / active EE | $1,811 | $2,261-19.9% | $3,022-40.1% | - |
| Participant deferral / active EE | $6,512 | $2,994+117.5% | $4,438+46.8% | - |
| Admin fee / account holder | $6,045 | $4,652+29.9% | $5,614+7.7% | - |