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 4-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 | $25,784 | $159,602-83.8% | $150,045-82.8% | $142,382-81.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,739 | $4,961-64.9% | $4,693-62.9% | $4,299-59.5% |
| Participant deferral / active EE | $5,403 | $8,310-35.0% | $7,997-32.4% | $6,507-17.0% |
| Admin fee / account holder | $338 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |