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 | $206,792 | $135,952+52.1% | $123,892+66.9% | $273,961-24.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.23% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $11,660 | $5,170+125.5% | $4,617+152.5% | $4,869+139.5% |
| Participant deferral / active EE | $5,346 | $6,343-15.7% | $5,984-10.7% | $5,287+1.1% |
| Admin fee / account holder | $964 | $9,817-90.2% | $8,357-88.5% | $10,132-90.5% |