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 | $109,611 | $56,897+92.7% | $84,750+29.3% | $62,891+74.3% |
| Participation rate | 87.8% | 68.5%+19.2pp | 76.6%+11.2pp | 69.3%+18.4pp |
| Annual return | 23.19% | 6.30%+16.9pp | 22.78%+0.4pp | 20.14%+3.0pp |
| Employer contribution / active EE | $3,080 | $2,400+28.4% | $3,574-13.8% | $2,281+35.1% |
| Participant deferral / active EE | $9,080 | $2,709+235.1% | $3,712+144.6% | $3,203+183.5% |
| Admin fee / account holder | $16,957 | $3,581+373.6% | $5,332+218.0% | $4,296+294.8% |