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 | $179,578 | $102,966+74.4% | $90,281+98.9% | $152,861+17.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.85% | 95.16%-69.3pp | 78.10%-52.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $6,848 | $3,139+118.2% | $2,854+139.9% | $4,762+43.8% |
| Participant deferral / active EE | $6,848 | $4,281+60.0% | $3,885+76.3% | $5,850+17.1% |
| Admin fee / account holder | $759 | $6,171-87.7% | $5,351-85.8% | $11,596-93.5% |