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 | $107,349 | $95,193+12.8% | $76,523+40.3% | $135,375-20.7% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.0%-68.0pp | 82.6%-82.6pp |
| Annual return | -7.22% | 4.85%-12.1pp | -0.27%-7.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $654 | $6,249-89.5% | $4,848-86.5% | $10,827-94.0% |