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 | $153,703 | $63,346+142.6% | $92,233+66.6% | $70,131+119.2% |
| Participation rate | 78.8% | 68.7%+10.2pp | 76.5%+2.4pp | 69.5%+9.3pp |
| Annual return | 34.42% | 530.12%-495.7pp | 176.28%-141.9pp | 73.14%-38.7pp |
| Employer contribution / active EE | $3,196 | $2,471+29.3% | $3,679-13.1% | $2,342+36.4% |
| Participant deferral / active EE | $9,041 | $2,854+216.8% | $3,897+132.0% | $3,332+171.4% |
| Admin fee / account holder | $17,282 | $3,840+350.0% | $5,194+232.8% | $4,645+272.0% |