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 | $139,473 | $168,082-17.0% | $150,045-7.0% | - |
| Participation rate | 96.0% | 71.4%+24.5pp | 82.3%+13.6pp | - |
| Annual return | 15.48% | 24.81%-9.3pp | 62.55%-47.1pp | - |
| Employer contribution / active EE | $8,837 | $3,603+145.3% | $4,693+88.3% | - |
| Participant deferral / active EE | $8,662 | $7,053+22.8% | $7,997+8.3% | - |
| Admin fee / account holder | $29,045 | $7,866+269.3% | $13,435+116.2% | - |