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 | $25,586 | $295,684-91.3% | $154,803-83.5% | - |
| Participation rate | 0.0% | 53.1%-53.1pp | 78.1%-78.1pp | - |
| Annual return | 7.09% | 11.49%-4.4pp | 58.88%-51.8pp | - |
| Employer contribution / active EE | $0 | $1,145-100.0% | $4,305-100.0% | - |
| Participant deferral / active EE | $0 | $2,052-100.0% | $5,540-100.0% | - |
| Admin fee / account holder | $2,088 | $60,072-96.5% | $14,329-85.4% | - |