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 | $167,376 | $54,705+206.0% | $71,209+135.0% | $84,808+97.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.61% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,418 | $2,158+151.1% | $2,721+99.1% | $2,631+105.9% |
| Participant deferral / active EE | $7,282 | $3,030+140.3% | $4,175+74.4% | $4,212+72.9% |
| Admin fee / account holder | $55,640 | $4,863+1044.0% | $5,349+940.2% | $7,344+657.6% |