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 9-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 | $373,656 | $133,958+178.9% | $112,228+232.9% | $134,475+177.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.72% | 47.11%-49.8pp | 27.45%-30.2pp | 417.96%-420.7pp |
| Employer contribution / active EE | $18,070 | $4,038+347.5% | $3,635+397.2% | $4,740+281.3% |
| Participant deferral / active EE | $10,300 | $5,291+94.7% | $4,728+117.9% | $6,400+60.9% |
| Admin fee / account holder | $81,142 | $7,489+983.5% | $6,410+1165.9% | $11,426+610.2% |