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 | $992,604 | $104,907+846.2% | $84,611+1073.1% | $152,861+549.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.52% | 373.79%-348.3pp | 258.74%-233.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $13,882 | $3,302+320.5% | $2,652+423.4% | $4,762+191.5% |
| Participant deferral / active EE | $12,050 | $4,688+157.1% | $3,899+209.1% | $5,850+106.0% |
| Admin fee / account holder | $4,111 | $6,241-34.1% | $4,912-16.3% | $11,596-64.5% |