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 | $902,679 | $96,128+839.0% | $136,007+563.7% | $80,856+1016.4% |
| Participation rate | 90.5% | 71.2%+19.2pp | 76.5%+14.0pp | 67.6%+22.8pp |
| Annual return | 4.63% | 28.71%-24.1pp | 579.32%-574.7pp | 35.59%-31.0pp |
| Employer contribution / active EE | $6,473 | $3,351+93.1% | $4,217+53.5% | $2,755+135.0% |
| Participant deferral / active EE | $10,945 | $5,709+91.7% | $7,025+55.8% | $4,296+154.8% |
| Admin fee / account holder | $46,852 | $8,236+468.8% | $6,858+583.2% | $6,918+577.3% |