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 | $933,222 | $57,016+1536.8% | $84,966+998.3% | $80,856+1054.2% |
| Participation rate | 91.1% | 56.3%+34.7pp | 67.5%+23.6pp | 67.6%+23.4pp |
| Annual return | 13.72% | 21.66%-7.9pp | 66.38%-52.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,677 | $1,798+160.2% | $2,727+71.5% | $2,755+69.8% |
| Participant deferral / active EE | $15,828 | $3,110+409.0% | $4,519+250.2% | $4,296+268.5% |
| Admin fee / account holder | $36,999 | $4,980+642.9% | $6,149+501.7% | $6,918+434.8% |