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 7-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 | $317,395 | $159,901+98.5% | $146,958+116.0% | $145,922+117.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.92% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $27,599 | $5,286+422.1% | $4,933+459.5% | $4,660+492.3% |
| Participant deferral / active EE | $30,443 | $8,428+261.2% | $8,070+277.2% | $6,688+355.2% |
| Admin fee / account holder | $11,917 | $15,044-20.8% | $12,998-8.3% | $13,397-11.0% |