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 | $42,100 | $22,683+85.6% | $61,373-31.4% | - |
| Participation rate | 0.0% | 38.0%-38.0pp | 52.6%-52.6pp | - |
| Annual return | 0.37% | -10.54%+10.9pp | 338.61%-338.2pp | - |
| Employer contribution / active EE | $0 | $484-100.0% | $1,159-100.0% | - |
| Participant deferral / active EE | $0 | $1,321-100.0% | $2,125-100.0% | - |
| Admin fee / account holder | $2,542 | $926+174.5% | $2,130+19.4% | - |