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 | $136,692 | $432,047-68.4% | $151,611-9.8% | - |
| Participation rate | 0.0% | 83.9%-83.9pp | 87.5%-87.5pp | - |
| Annual return | -15.75% | -11.21%-4.5pp | 3.33%-19.1pp | - |
| Employer contribution / active EE | $0 | $4,228-100.0% | $6,166-100.0% | - |
| Participant deferral / active EE | $0 | $7,208-100.0% | $8,363-100.0% | - |
| Admin fee / account holder | $29,690 | $147,941-79.9% | $11,616+155.6% | - |