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 | $240,560 | $237,565+1.3% | $141,162+70.4% | - |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.5%-82.5pp | - |
| Annual return | 22.13% | 19.47%+2.7pp | 71.39%-49.3pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,735-100.0% | - |
| Participant deferral / active EE | $0 | $5,165-100.0% | $6,709-100.0% | - |
| Admin fee / account holder | $878 | $15,211-94.2% | $10,261-91.4% | - |