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 | $188,267 | $270,840-30.5% | $140,016+34.5% | - |
| Participation rate | 0.0% | 81.0%-81.0pp | 87.5%-87.5pp | - |
| Annual return | -5.77% | 3.44%-9.2pp | 651.12%-656.9pp | - |
| Employer contribution / active EE | $0 | $2,598-100.0% | $5,606-100.0% | - |
| Participant deferral / active EE | $0 | $3,773-100.0% | $6,927-100.0% | - |
| Admin fee / account holder | $13,482 | $13,391+0.7% | $10,705+25.9% | - |