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 | $119,114 | $167,307-28.8% | $143,757-17.1% | $134,475-11.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.21% | 0.46%-8.7pp | -0.04%-8.2pp | 417.96%-426.2pp |
| Employer contribution / active EE | $2,490 | $5,619-55.7% | $4,951-49.7% | $4,740-47.5% |
| Participant deferral / active EE | $10,400 | $6,446+61.3% | $5,637+84.5% | $6,400+62.5% |
| Admin fee / account holder | $575 | $18,088-96.8% | $14,673-96.1% | $11,426-95.0% |