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 | $902,883 | $179,726+402.4% | $156,263+477.8% | $142,382+534.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.74% | 77.86%-54.1pp | 59.47%-35.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $46,500 | $5,069+817.3% | $4,333+973.1% | $4,299+981.6% |
| Participant deferral / active EE | $26,000 | $6,956+273.8% | $6,158+322.2% | $6,507+299.6% |
| Admin fee / account holder | $13,053 | $17,272-24.4% | $14,255-8.4% | $12,624+3.4% |