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 | $52,879 | $112,881-53.2% | $90,951-41.9% | $158,922-66.7% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 12.93% | 215.79%-202.9pp | 134.60%-121.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,518 | $2,893+21.6% | $2,122+65.8% | $4,761-26.1% |
| Participant deferral / active EE | $6,647 | $4,128+61.0% | $3,373+97.1% | $5,982+11.1% |
| Admin fee / account holder | $75,045 | $8,041+833.3% | $5,959+1159.4% | $11,246+567.3% |