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 | $116,542 | $138,065-15.6% | $123,544-5.7% | $135,375-13.9% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -4.89% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,541 | $5,151-31.3% | $4,628-23.5% | $4,779-25.9% |
| Participant deferral / active EE | $5,488 | $6,799-19.3% | $6,426-14.6% | $5,609-2.1% |
| Admin fee / account holder | $11,645 | $10,916+6.7% | $9,284+25.4% | $10,827+7.6% |