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 10-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 | $137,754 | $176,056-21.8% | $159,436-13.6% | $167,490-17.8% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 12.27% | 331.75%-319.5pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,776 | $5,297-66.5% | $4,829-63.2% | $4,837-63.3% |
| Participant deferral / active EE | $7,047 | $7,750-9.1% | $7,352-4.2% | $6,341+11.1% |
| Admin fee / account holder | $860 | $12,554-93.1% | $10,799-92.0% | $12,309-93.0% |