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 6-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 | $70,185 | $165,984-57.7% | $164,813-57.4% | $145,922-51.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.25% | 100.03%-75.8pp | 69.93%-45.7pp | 561.29%-537.0pp |
| Employer contribution / active EE | $6,155 | $5,273+16.7% | $4,341+41.8% | $4,660+32.1% |
| Participant deferral / active EE | $17,526 | $6,959+151.8% | $6,031+190.6% | $6,688+162.1% |
| Admin fee / account holder | $552 | $16,648-96.7% | $12,690-95.7% | $13,397-95.9% |