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 | $45,017 | $135,952-66.9% | $123,892-63.7% | $273,961-83.6% |
| Participation rate | 82.4% | 84.1%-1.7pp | 81.4%+0.9pp | 83.0%-0.7pp |
| Annual return | 5.98% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,314 | $5,170+2.8% | $4,617+15.1% | $4,869+9.1% |
| Participant deferral / active EE | $7,296 | $6,343+15.0% | $5,984+21.9% | $5,287+38.0% |
| Admin fee / account holder | $4,675 | $9,817-52.4% | $8,357-44.1% | $10,132-53.9% |