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.)
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 | $2,609,466 | $74,888+3384.5% | $71,209+3564.5% | $142,382+1732.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.73% | 345.14%-324.4pp | 282.51%-261.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $32,500 | $2,854+1038.6% | $2,721+1094.4% | $4,299+656.0% |
| Participant deferral / active EE | $31,000 | $4,454+595.9% | $4,175+642.5% | $6,507+376.4% |
| Admin fee / account holder | $101,544 | $5,568+1723.6% | $5,349+1798.4% | $12,624+704.4% |