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 | $50,699 | $95,971-47.2% | $74,550-32.0% | $135,375-62.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.40% | 56.96%-57.4pp | 32.53%-32.9pp | 519.73%-520.1pp |
| Employer contribution / active EE | $6,939 | $2,716+155.5% | $1,961+253.8% | $4,779+45.2% |
| Participant deferral / active EE | $3,578 | $3,843-6.9% | $3,108+15.1% | $5,609-36.2% |
| Admin fee / account holder | $1,762 | $6,522-73.0% | $5,060-65.2% | $10,827-83.7% |