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 5-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 | $70,163 | $102,604-31.6% | $86,188-18.6% | $139,434-49.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 15.70% | 1922.51%-1906.8pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,510 | $3,032-50.2% | $2,380-36.6% | $4,751-68.2% |
| Participant deferral / active EE | $2,139 | $4,676-54.2% | $3,985-46.3% | $6,710-68.1% |
| Admin fee / account holder | $2,393 | $8,657-72.4% | $6,852-65.1% | $11,403-79.0% |