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 7-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 | $199,474 | $110,887+79.9% | - | $145,922+36.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | - | 80.3%+19.7pp |
| Annual return | 14.57% | 17.59%-3.0pp | - | 561.29%-546.7pp |
| Employer contribution / active EE | $2,880 | $5,672-49.2% | - | $4,660-38.2% |
| Participant deferral / active EE | $30,500 | $5,582+446.4% | - | $6,688+356.1% |
| Admin fee / account holder | $1,772 | $6,317-72.0% | - | $13,397-86.8% |