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 | $137,741 | $109,881+25.4% | $150,045-8.2% | $84,808+62.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 26.40% | 28.25%-1.8pp | 62.55%-36.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $13,208 | $3,561+270.9% | $4,693+181.4% | $2,631+402.0% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,678 | $8,568-10.4% | $13,435-42.8% | $7,344+4.6% |