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 | $140,821 | $159,901-11.9% | $146,958-4.2% | $145,922-3.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $18,435 | $5,286+248.7% | $4,933+273.7% | $4,660+295.6% |
| Participant deferral / active EE | $9,188 | $8,428+9.0% | $8,070+13.8% | $6,688+37.4% |
| Admin fee / account holder | $683 | $15,044-95.5% | $12,998-94.7% | $13,397-94.9% |