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.)
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 | $192,832 | $127,065+51.8% | $113,168+70.4% | $142,382+35.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.46% | 24.03%-5.6pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,423 | $3,442-29.6% | $2,975-18.6% | $4,299-43.6% |
| Participant deferral / active EE | $2,324 | $5,716-59.3% | $5,107-54.5% | $6,507-64.3% |
| Admin fee / account holder | $3,521 | $15,736-77.6% | $12,068-70.8% | $12,624-72.1% |