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 | $81,952 | $175,600-53.3% | $129,110-36.5% | $134,475-39.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.89% | -11.39%-3.5pp | -10.94%-3.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,023 | $6,355-68.2% | $5,052-60.0% | $4,740-57.3% |
| Participant deferral / active EE | $10,661 | $7,975+33.7% | $6,542+63.0% | $6,400+66.6% |
| Admin fee / account holder | $2,693 | $23,567-88.6% | $14,302-81.2% | $11,426-76.4% |