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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $461,584 | $177,572+159.9% | $154,803+198.2% | $142,382+224.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.29% | 65.07%-56.8pp | 58.88%-50.6pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,763 | $4,810-63.4% | $4,305-59.1% | $4,299-59.0% |
| Participant deferral / active EE | $15,250 | $6,272+143.2% | $5,540+175.2% | $6,507+134.4% |
| Admin fee / account holder | $12,470 | $16,786-25.7% | $14,329-13.0% | $12,624-1.2% |