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 | $185,523 | $176,056+5.4% | $159,436+16.4% | $167,490+10.8% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 12.12% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,454 | $5,297-72.6% | $4,829-69.9% | $4,837-69.9% |
| Participant deferral / active EE | $3,242 | $7,750-58.2% | $7,352-55.9% | $6,341-48.9% |
| Admin fee / account holder | $6,541 | $12,554-47.9% | $10,799-39.4% | $12,309-46.9% |