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 8-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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,523 | $118,450-21.0% | $98,439-5.0% | $139,434-32.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 9.40% | 18.94%-9.5pp | 21.16%-11.8pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,068 | $3,609-70.4% | $3,048-64.9% | $4,751-77.5% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $9,683 | $14,026-31.0% | $8,948+8.2% | $11,403-15.1% |