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 | $70,063 | $150,818-53.5% | $100,391-30.2% | - |
| Participation rate | 89.9% | 67.3%+22.6pp | 81.5%+8.4pp | - |
| Annual return | 36.32% | 14.05%+22.3pp | 49.20%-12.9pp | - |
| Employer contribution / active EE | $5,456 | $2,537+115.1% | $3,942+38.4% | - |
| Participant deferral / active EE | $15,806 | $4,233+273.4% | $8,082+95.6% | - |
| Admin fee / account holder | $7,442 | $25,214-70.5% | $7,899-5.8% | - |