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 | $837,764 | $115,770+623.6% | $101,248+727.4% | $158,922+427.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.49% | 56.14%-47.6pp | 46.47%-38.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $24,690 | $4,175+491.4% | $3,660+574.7% | $4,761+418.6% |
| Participant deferral / active EE | $15,625 | $4,957+215.2% | $4,370+257.5% | $5,982+161.2% |
| Admin fee / account holder | $4,232 | $7,245-41.6% | $5,945-28.8% | $11,246-62.4% |