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 | $109,887 | $107,934+1.8% | $91,989+19.5% | $152,861-28.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 14.39% | 89.24%-74.9pp | 69.02%-54.6pp | 345.32%-330.9pp |
| Employer contribution / active EE | $10,003 | $4,210+137.6% | $3,452+189.8% | $4,762+110.0% |
| Participant deferral / active EE | $24,655 | $6,364+287.4% | $5,923+316.3% | $5,850+321.4% |
| Admin fee / account holder | $3,149 | $10,520-70.1% | $7,743-59.3% | $11,596-72.8% |