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 9-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 | $278,357 | $97,757+184.7% | $83,848+232.0% | $135,375+105.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.44% | 1287.37%-1289.8pp | 850.88%-853.3pp | 519.73%-522.2pp |
| Employer contribution / active EE | $6,071 | $4,222+43.8% | $3,631+67.2% | $4,779+27.0% |
| Participant deferral / active EE | $18,667 | $4,682+298.7% | $4,082+357.3% | $5,609+232.8% |
| Admin fee / account holder | $33,087 | $6,674+395.8% | $5,478+504.0% | $10,827+205.6% |