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 | $1,148,667 | $173,345+562.6% | $136,007+744.6% | $145,922+687.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.00% | 1163.32%-1150.3pp | 579.32%-566.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $28,020 | $5,278+430.8% | $4,217+564.5% | $4,660+501.3% |
| Participant deferral / active EE | $48,480 | $8,699+457.3% | $7,025+590.1% | $6,688+624.9% |
| Admin fee / account holder | $28,500 | $9,954+186.3% | $6,858+315.6% | $13,397+112.7% |