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 | $151,097 | $217,402-30.5% | $185,823-18.7% | $167,490-9.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.02% | 148.36%-127.3pp | 122.05%-101.0pp | 478.56%-457.5pp |
| Employer contribution / active EE | $7,424 | $5,873+26.4% | $5,167+43.7% | $4,837+53.5% |
| Participant deferral / active EE | $6,393 | $6,356+0.6% | $5,568+14.8% | $6,341+0.8% |
| Admin fee / account holder | $3,317 | $19,811-83.3% | $16,237-79.6% | $12,309-73.1% |