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 | $160,863 | $179,636-10.5% | $112,228+43.3% | - |
| Participation rate | 0.0% | 66.3%-66.3pp | 75.1%-75.1pp | - |
| Annual return | -16.09% | -16.34%+0.3pp | 27.45%-43.5pp | - |
| Employer contribution / active EE | $0 | $2,897-100.0% | $3,635-100.0% | - |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,728-100.0% | - |
| Admin fee / account holder | $797 | $19,809-96.0% | $6,410-87.6% | - |