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 | $111,635 | $60,124+85.7% | $90,404+23.5% | $79,858+39.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.02% | 71.94%-49.9pp | 1293.02%-1271.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $4,939 | $2,068+138.9% | $3,262+51.4% | $2,471+99.9% |
| Participant deferral / active EE | $10,912 | $2,938+271.4% | $3,963+175.3% | $3,740+191.8% |
| Admin fee / account holder | $3,974 | $3,976-0.1% | $5,611-29.2% | $5,306-25.1% |