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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $176,382 | $138,347+27.5% | $184,203-4.2% | $80,856+118.1% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 10.03% | 20.02%-10.0pp | 28.81%-18.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $4,870 | $4,850+0.4% | $6,427-24.2% | $2,755+76.8% |
| Participant deferral / active EE | $16,508 | $7,071+133.5% | $9,131+80.8% | $4,296+284.3% |
| Admin fee / account holder | $2,380 | $10,483-77.3% | $13,901-82.9% | $6,918-65.6% |