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 | $39,487 | $84,414-53.2% | $164,813-76.0% | - |
| Participation rate | 76.8% | 69.4%+7.4pp | 78.6%-1.8pp | - |
| Annual return | 10.56% | 13.94%-3.4pp | 69.93%-59.4pp | - |
| Employer contribution / active EE | $2,349 | $2,400-2.1% | $4,341-45.9% | - |
| Participant deferral / active EE | $4,369 | $4,277+2.2% | $6,031-27.6% | - |
| Admin fee / account holder | $13,628 | $4,429+207.7% | $12,690+7.4% | - |