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 | $188,396 | $110,261+70.9% | $95,745+96.8% | $139,434+35.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.02% | 27.11%-14.1pp | 28.35%-15.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $11,937 | $3,257+266.5% | $2,835+321.1% | $4,751+151.3% |
| Participant deferral / active EE | $22,160 | $4,676+373.9% | $4,245+422.1% | $6,710+230.2% |
| Admin fee / account holder | $4,793 | $6,613-27.5% | $5,678-15.6% | $11,403-58.0% |