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 | $2,240,184 | $159,602+1303.6% | $150,045+1393.0% | $142,382+1473.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.85% | 70.24%-65.4pp | 62.55%-57.7pp | 217.08%-212.2pp |
| Employer contribution / active EE | $10,300 | $4,961+107.6% | $4,693+119.5% | $4,299+139.6% |
| Participant deferral / active EE | $30,500 | $8,310+267.0% | $7,997+281.4% | $6,507+368.7% |
| Admin fee / account holder | $251,306 | $14,846+1592.7% | $13,435+1770.6% | $12,624+1890.7% |