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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,776 | $144,119+76.1% | $117,854+115.3% | $147,584+72.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.70% | 531.15%-518.4pp | 335.08%-322.4pp | 578.55%-565.8pp |
| Employer contribution / active EE | $20,592 | $4,896+320.5% | $3,786+443.9% | $4,876+322.3% |
| Participant deferral / active EE | $22,800 | $5,316+328.9% | $4,482+408.7% | $5,439+319.2% |
| Admin fee / account holder | $20,958 | $10,886+92.5% | $8,020+161.3% | $10,885+92.5% |