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 | $33,575 | $84,696-60.4% | $75,696-55.6% | $167,490-80.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.8%+16.1pp | 82.1%+8.8pp |
| Annual return | 13.20% | 199.36%-186.2pp | 104.53%-91.3pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,686 | $3,230+14.1% | $2,743+34.4% | $4,837-23.8% |
| Participant deferral / active EE | $1,845 | $4,580-59.7% | $3,821-51.7% | $6,341-70.9% |
| Admin fee / account holder | $4,110 | $5,355-23.3% | $3,619+13.6% | $12,309-66.6% |