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 | $83,948 | $81,248+3.3% | $155,509-46.0% | $80,856+3.8% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.6%+10.1pp |
| Annual return | 19.38% | 33.31%-13.9pp | 64.67%-45.3pp | 35.59%-16.2pp |
| Employer contribution / active EE | $10,886 | $3,100+251.1% | $4,672+133.0% | $2,755+295.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,390 | $7,997-20.1% | $15,912-59.8% | $6,918-7.6% |