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 8-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 | $56,912 | $83,826-32.1% | - | $147,584-61.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 10.40% | 26.57%-16.2pp | - | 578.55%-568.1pp |
| Employer contribution / active EE | $1,739 | $3,042-42.8% | - | $4,876-64.3% |
| Participant deferral / active EE | $6,064 | $3,987+52.1% | - | $5,439+11.5% |
| Admin fee / account holder | $8,343 | $6,071+37.4% | - | $10,885-23.4% |