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 9-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 | $24,942 | $65,409-61.9% | $98,442-74.7% | $85,850-70.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 24.58% | 21.76%+2.8pp | 1492.73%-1468.1pp | 318.53%-293.9pp |
| Employer contribution / active EE | $876 | $2,168-59.6% | $2,960-70.4% | $2,565-65.9% |
| Participant deferral / active EE | $2,593 | $3,166-18.1% | $4,276-39.4% | $3,952-34.4% |
| Admin fee / account holder | $6,268 | $4,593+36.5% | $5,949+5.4% | $6,260+0.1% |