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 | $42,575 | $81,746-47.9% | $91,989-53.7% | - |
| Participation rate | 0.0% | 77.1%-77.1pp | 78.6%-78.6pp | - |
| Annual return | 17.66% | 33.91%-16.3pp | 69.02%-51.4pp | - |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,452-100.0% | - |
| Participant deferral / active EE | $0 | $5,408-100.0% | $5,923-100.0% | - |
| Admin fee / account holder | $3,186 | $1,446+120.4% | $7,743-58.9% | - |