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.)
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 | $35,097 | $202,318-82.7% | $172,739-79.7% | $152,861-77.0% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 23.40% | 1029.65%-1006.3pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,557 | $5,856-39.3% | $5,143-30.8% | $4,762-25.3% |
| Participant deferral / active EE | $7,370 | $5,948+23.9% | $5,198+41.8% | $5,850+26.0% |
| Admin fee / account holder | $1,287 | $17,109-92.5% | $13,954-90.8% | $11,596-88.9% |