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 | $212,759 | $72,492+193.5% | $87,100+144.3% | $72,985+191.5% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.9%+18.3pp | 69.5%+25.6pp |
| Annual return | 25.53% | 24.46%+1.1pp | 28.19%-2.7pp | 81.00%-55.5pp |
| Employer contribution / active EE | $24,276 | $1,894+1181.8% | $2,521+862.8% | $2,440+895.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9,498 | $5,055+87.9% | $7,497+26.7% | $5,124+85.3% |