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 | $171,313 | $111,754+53.3% | $103,333+65.8% | $145,922+17.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,242 | $4,212-23.0% | $3,868-16.2% | $4,660-30.4% |
| Participant deferral / active EE | $2,044 | $5,619-63.6% | $5,057-59.6% | $6,688-69.4% |
| Admin fee / account holder | $9,408 | $9,750-3.5% | $8,355+12.6% | $13,397-29.8% |