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 | $1,154,939 | $189,613+509.1% | $167,512+589.5% | $142,382+711.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.41% | 2024.68%-2005.3pp | 1615.79%-1596.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $37,081 | $4,349+752.6% | $3,882+855.3% | $4,299+762.5% |
| Participant deferral / active EE | $27,051 | $6,981+287.5% | $6,405+322.4% | $6,507+315.7% |
| Admin fee / account holder | $8,997 | $10,528-14.5% | $9,769-7.9% | $12,624-28.7% |