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 3-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 | $42,704 | $114,381-62.7% | $107,525-60.3% | $142,382-70.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.04% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,902 | $4,015+47.0% | $3,754+57.2% | $4,299+37.3% |
| Participant deferral / active EE | $11,432 | $5,564+105.5% | $5,116+123.5% | $6,507+75.7% |
| Admin fee / account holder | $4,491 | $9,860-54.5% | $8,919-49.6% | $12,624-64.4% |