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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,200 | $63,138-34.7% | $96,562-57.3% | - |
| Participation rate | 0.0% | 51.5%-51.5pp | 69.8%-69.8pp | - |
| Annual return | 8.69% | 9.15%-0.5pp | 37.78%-29.1pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $2,356-100.0% | - |
| Participant deferral / active EE | $0 | $2,358-100.0% | $3,849-100.0% | - |
| Admin fee / account holder | $1,495 | $3,542-57.8% | $6,181-75.8% | - |