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 9-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 | $70,770 | $168,082-57.9% | $150,045-52.8% | - |
| Participation rate | 73.7% | 71.4%+2.3pp | 82.3%-8.6pp | - |
| Annual return | 17.16% | 24.81%-7.7pp | 62.55%-45.4pp | - |
| Employer contribution / active EE | $6,268 | $3,603+74.0% | $4,693+33.6% | - |
| Participant deferral / active EE | $7,091 | $7,053+0.5% | $7,997-11.3% | - |
| Admin fee / account holder | $5,293 | $7,866-32.7% | $13,435-60.6% | - |