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 | $185,939 | $176,812+5.2% | $146,665+26.8% | $167,490+11.0% |
| Participation rate | 86.7% | 83.6%+3.1pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 10.45% | 24.03%-13.6pp | 22.74%-12.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,996 | $6,440+55.2% | $5,506+81.6% | $6,341+57.6% |
| Admin fee / account holder | $11,548 | $13,259-12.9% | $10,280+12.3% | $12,309-6.2% |