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 | $93,677 | $85,202+9.9% | $172,739-45.8% | $72,985+28.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.28% | 27.32%-8.0pp | 802.84%-783.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $9,663 | $3,324+190.7% | $5,143+87.9% | $2,440+296.1% |
| Participant deferral / active EE | $6,664 | $3,260+104.4% | $5,198+28.2% | $3,607+84.7% |
| Admin fee / account holder | $4,648 | $5,884-21.0% | $13,954-66.7% | $5,124-9.3% |