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 | $109,447 | $197,591-44.6% | $177,821-38.5% | $158,922-31.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.90% | 58.76%-37.9pp | 48.32%-27.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,432 | $6,697-63.7% | $5,918-58.9% | $4,761-48.9% |
| Participant deferral / active EE | $3,156 | $8,405-62.5% | $7,714-59.1% | $5,982-47.2% |
| Admin fee / account holder | $13,333 | $15,399-13.4% | $12,427+7.3% | $11,246+18.6% |