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 6-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 | $60,066 | $63,053-4.7% | $86,188-30.3% | - |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.0%+31.0pp | - |
| Annual return | 27.54% | 12.64%+14.9pp | 1168.45%-1140.9pp | - |
| Employer contribution / active EE | $5,941 | $1,503+295.4% | $2,380+149.6% | - |
| Participant deferral / active EE | $6,431 | $3,288+95.6% | $3,985+61.4% | - |
| Admin fee / account holder | $1,189 | $4,609-74.2% | $6,852-82.6% | - |