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 | $263,009 | $525,611-50.0% | $149,748+75.6% | $525,611-50.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 63.8%+36.2pp | 87.0%+13.0pp |
| Annual return | 16.61% | 8.71%+7.9pp | 14.53%+2.1pp | 8.71%+7.9pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $785-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $5,834 | $5,987-2.5% | $4,275+36.5% | $5,987-2.5% |
| Admin fee / account holder | $6,525 | $41,812-84.4% | $3,273+99.4% | $41,812-84.4% |