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 | $50,042 | $109,327-54.2% | $89,391-44.0% | $158,922-68.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 39.77% | 345.68%-305.9pp | 245.62%-205.8pp | 302.83%-263.1pp |
| Employer contribution / active EE | $15,209 | $3,170+379.8% | $2,586+488.2% | $4,761+219.4% |
| Participant deferral / active EE | $35,742 | $4,598+677.3% | $3,890+818.8% | $5,982+497.5% |
| Admin fee / account holder | $1,958 | $6,153-68.2% | $4,881-59.9% | $11,246-82.6% |