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 | $200,841 | $73,867+171.9% | $143,757+39.7% | $68,494+193.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.08% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $7,376 | $3,184+131.7% | $4,951+49.0% | $2,596+184.1% |
| Participant deferral / active EE | $6,998 | $3,384+106.8% | $5,637+24.2% | $4,027+73.8% |
| Admin fee / account holder | $542 | $5,755-90.6% | $14,673-96.3% | $5,403-90.0% |