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 3-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 | $261,827 | $159,602+64.0% | $150,045+74.5% | $142,382+83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.79% | 70.24%-57.4pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,968 | $4,961-20.0% | $4,693-15.5% | $4,299-7.7% |
| Participant deferral / active EE | $11,608 | $8,310+39.7% | $7,997+45.1% | $6,507+78.4% |
| Admin fee / account holder | $15,714 | $14,846+5.8% | $13,435+17.0% | $12,624+24.5% |