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 | $756,520 | $227,553+232.5% | $189,557+299.1% | $167,490+351.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.94% | 78.40%-57.5pp | 64.17%-43.2pp | 478.56%-457.6pp |
| Employer contribution / active EE | $30,846 | $5,316+480.2% | $4,412+599.1% | $4,837+537.6% |
| Participant deferral / active EE | $18,200 | $7,002+159.9% | $6,174+194.8% | $6,341+187.0% |
| Admin fee / account holder | $6,126 | $11,878-48.4% | $9,807-37.5% | $12,309-50.2% |