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 | $80,814 | $171,865-53.0% | $149,718-46.0% | $147,584-45.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 52.84% | 2113.22%-2060.4pp | 1501.63%-1448.8pp | 578.55%-525.7pp |
| Employer contribution / active EE | $3,473 | $6,275-44.7% | $5,445-36.2% | $4,876-28.8% |
| Participant deferral / active EE | $8,045 | $7,271+10.6% | $6,569+22.5% | $5,439+47.9% |
| Admin fee / account holder | $11,790 | $13,799-14.6% | $11,283+4.5% | $10,885+8.3% |