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 3-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 | $370,965 | $138,044+168.7% | $125,339+196.0% | $134,475+175.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -12.63% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,402 | $5,243-73.3% | $4,814-70.9% | $4,740-70.4% |
| Participant deferral / active EE | $5,233 | $7,799-32.9% | $7,446-29.7% | $6,400-18.2% |
| Admin fee / account holder | $191,814 | $11,571+1557.7% | $10,010+1816.3% | $11,426+1578.8% |