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 | $58,409 | $180,101-67.6% | $77,163-24.3% | - |
| Participation rate | 0.0% | 65.2%-65.2pp | 69.6%-69.6pp | - |
| Annual return | 16.01% | 26.55%-10.5pp | 37.87%-21.9pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $2,535-100.0% | - |
| Participant deferral / active EE | $0 | $4,104-100.0% | $3,833-100.0% | - |
| Admin fee / account holder | $10,912 | $23,406-53.4% | $5,472+99.4% | - |