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 | $138,030 | $106,890+29.1% | $84,015+64.3% | $152,861-9.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 23.26% | 104.99%-81.7pp | 71.31%-48.0pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,147 | $2,734+15.1% | $1,983+58.7% | $4,762-33.9% |
| Participant deferral / active EE | $5,678 | $4,011+41.5% | $3,239+75.3% | $5,850-2.9% |
| Admin fee / account holder | $8,354 | $8,285+0.8% | $6,101+36.9% | $11,596-28.0% |