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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,387 | $118,849+120.8% | $96,562+171.7% | $167,490+56.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.23% | 50.49%-42.3pp | 37.78%-29.6pp | 478.56%-470.3pp |
| Employer contribution / active EE | $9,752 | $3,120+212.6% | $2,356+313.8% | $4,837+101.6% |
| Participant deferral / active EE | $8,218 | $4,616+78.0% | $3,849+113.5% | $6,341+29.6% |
| Admin fee / account holder | $8,933 | $8,065+10.8% | $6,181+44.5% | $12,309-27.4% |