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 | $828,495 | $176,056+370.6% | $159,436+419.6% | $167,490+394.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.72% | 331.75%-323.0pp | 263.57%-254.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $21,198 | $5,297+300.2% | $4,829+338.9% | $4,837+338.2% |
| Participant deferral / active EE | $12,275 | $7,750+58.4% | $7,352+67.0% | $6,341+93.6% |
| Admin fee / account holder | $2,692 | $12,554-78.6% | $10,799-75.1% | $12,309-78.1% |