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 | $91,027 | $215,169-57.7% | $105,722-13.9% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 78.9%-78.9pp | - |
| Annual return | 7.93% | 8.06%-0.1pp | 12.25%-4.3pp | - |
| Employer contribution / active EE | $0 | $1,713-100.0% | $4,079-100.0% | - |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,326-100.0% | - |
| Admin fee / account holder | $4,860 | $27,681-82.4% | $8,308-41.5% | - |