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 | $70,714 | $89,769-21.2% | $76,768-7.9% | - |
| Participation rate | 0.0% | 75.1%-75.1pp | 77.0%-77.0pp | - |
| Annual return | 3.45% | -5.73%+9.2pp | 2.43%+1.0pp | - |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,485-100.0% | - |
| Participant deferral / active EE | $0 | $3,196-100.0% | $3,852-100.0% | - |
| Admin fee / account holder | $2,449 | $4,068-39.8% | $6,675-63.3% | - |