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 | $23,076 | $84,402-72.7% | $61,373-62.4% | $134,475-82.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.12% | 584.55%-603.7pp | 338.61%-357.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,058 | $1,544+33.2% | $1,159+77.5% | $4,740-56.6% |
| Participant deferral / active EE | $7,477 | $2,819+165.2% | $2,125+251.9% | $6,400+16.8% |
| Admin fee / account holder | $919 | $2,585-64.5% | $2,130-56.9% | $11,426-92.0% |