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 | $58,977 | $80,530-26.8% | $90,281-34.7% | - |
| Participation rate | 0.0% | 58.0%-58.0pp | 73.3%-73.3pp | - |
| Annual return | 21.29% | 36.03%-14.7pp | 78.10%-56.8pp | - |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,854-100.0% | - |
| Participant deferral / active EE | $0 | $2,324-100.0% | $3,885-100.0% | - |
| Admin fee / account holder | $1,000 | $3,788-73.6% | $5,351-81.3% | - |