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 5-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 | $13,730 | $51,228-73.2% | $77,024-82.2% | - |
| Participation rate | 80.8% | 44.6%+36.2pp | 67.9%+12.9pp | - |
| Annual return | 690.08% | 16.76%+673.3pp | 42.32%+647.8pp | - |
| Employer contribution / active EE | $2,951 | $1,482+99.1% | $2,812+5.0% | - |
| Participant deferral / active EE | $5,734 | $2,637+117.4% | $4,426+29.5% | - |
| Admin fee / account holder | $1,425 | $14,093-89.9% | $5,425-73.7% | - |