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 | $382,374 | $177,572+115.3% | $154,803+147.0% | $142,382+168.6% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 15.02% | 65.07%-50.0pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $52,680 | $4,810+995.1% | $4,305+1123.6% | $4,299+1125.4% |
| Participant deferral / active EE | $27,749 | $6,272+342.5% | $5,540+400.8% | $6,507+326.4% |
| Admin fee / account holder | $130,297 | $16,786+676.2% | $14,329+809.3% | $12,624+932.2% |