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 5-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 | $158,201 | $51,821+205.3% | $93,606+69.0% | - |
| Participation rate | 88.9% | 67.7%+21.2pp | 68.7%+20.2pp | - |
| Annual return | 11.93% | 11.30%+0.6pp | 133.20%-121.3pp | - |
| Employer contribution / active EE | $3,672 | $1,278+187.4% | $2,420+51.7% | - |
| Participant deferral / active EE | $7,623 | $3,260+133.9% | $4,411+72.8% | - |
| Admin fee / account holder | $5,253 | $4,565+15.1% | $8,285-36.6% | - |