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 | $213,400 | $102,616+108.0% | $81,983+160.3% | $158,922+34.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.45% | 61.04%-49.6pp | 41.31%-29.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,602 | $3,240-19.7% | $2,498+4.2% | $4,761-45.3% |
| Participant deferral / active EE | $7,257 | $4,648+56.1% | $3,722+95.0% | $5,982+21.3% |
| Admin fee / account holder | $1,266 | $8,235-84.6% | $5,664-77.6% | $11,246-88.7% |