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 | $935,099 | $90,745+930.5% | $130,231+618.0% | $75,163+1144.1% |
| Participation rate | 92.5% | 71.1%+21.4pp | 76.3%+16.2pp | 67.2%+25.3pp |
| Annual return | 6.49% | 34.45%-28.0pp | 38.77%-32.3pp | 160.62%-154.1pp |
| Employer contribution / active EE | $7,027 | $3,314+112.1% | $4,126+70.3% | $2,670+163.2% |
| Participant deferral / active EE | $11,578 | $5,362+115.9% | $6,799+70.3% | $4,125+180.7% |
| Admin fee / account holder | $64,434 | $6,331+917.7% | $6,020+970.4% | $5,651+1040.2% |