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 | $312,698 | $109,817+184.7% | $98,442+217.6% | $167,490+86.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.47% | 1956.69%-1929.2pp | 1492.73%-1465.3pp | 478.56%-451.1pp |
| Employer contribution / active EE | $8,676 | $3,224+169.1% | $2,960+193.1% | $4,837+79.3% |
| Participant deferral / active EE | $8,357 | $4,673+78.8% | $4,276+95.4% | $6,341+31.8% |
| Admin fee / account holder | $622 | $6,753-90.8% | $5,949-89.5% | $12,309-94.9% |