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 | $25,275 | $95,416-73.5% | $185,823-86.4% | $85,850-70.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.81% | 23.59%-9.8pp | 122.05%-108.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $6,808 | $3,314+105.4% | $5,167+31.7% | $2,565+165.4% |
| Participant deferral / active EE | $3,780 | $3,423+10.4% | $5,568-32.1% | $3,952-4.3% |
| Admin fee / account holder | $2,464 | $7,213-65.8% | $16,237-84.8% | $6,260-60.6% |