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 9-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 | $61,786 | $156,468-60.5% | $142,863-56.8% | - |
| Participation rate | 0.0% | 65.7%-65.7pp | 71.9%-71.9pp | - |
| Annual return | 16.37% | 18.87%-2.5pp | 5637.54%-5621.2pp | - |
| Employer contribution / active EE | $0 | $2,181-100.0% | $4,144-100.0% | - |
| Participant deferral / active EE | $0 | $2,526-100.0% | $3,837-100.0% | - |
| Admin fee / account holder | $3,722 | $105,521-96.5% | $6,560-43.3% | - |