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 | $66,363 | $237,565-72.1% | $141,162-53.0% | - |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.5%-82.5pp | - |
| Annual return | 15.51% | 19.47%-4.0pp | 71.39%-55.9pp | - |
| 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 | $138,717 | $15,211+812.0% | $10,261+1251.9% | - |