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 | $50,220 | $98,884-49.2% | $78,689-36.2% | - |
| Participation rate | 0.0% | 62.0%-62.0pp | 73.6%-73.6pp | - |
| Annual return | 7.36% | 0.47%+6.9pp | 62.18%-54.8pp | - |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,851-100.0% | - |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,517-100.0% | - |
| Admin fee / account holder | $12,501 | $10,143+23.3% | $4,510+177.2% | - |