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 | $61,637 | $115,770-46.8% | $101,248-39.1% | $158,922-61.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.00% | 56.14%-36.1pp | 46.47%-26.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,522 | $4,175-39.6% | $3,660-31.1% | $4,761-47.0% |
| Participant deferral / active EE | $7,044 | $4,957+42.1% | $4,370+61.2% | $5,982+17.8% |
| Admin fee / account holder | $619 | $7,245-91.5% | $5,945-89.6% | $11,246-94.5% |