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 | $185,457 | $179,726+3.2% | $156,263+18.7% | $142,382+30.3% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 13.11% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,937 | $5,069-42.1% | $4,333-32.2% | $4,299-31.7% |
| Participant deferral / active EE | $6,347 | $6,956-8.8% | $6,158+3.1% | $6,507-2.5% |
| Admin fee / account holder | $17,041 | $17,272-1.3% | $14,255+19.5% | $12,624+35.0% |