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 7-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 | $36,258 | $202,318-82.1% | $172,739-79.0% | $152,861-76.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 32.95% | 1029.65%-996.7pp | 802.84%-769.9pp | 345.32%-312.4pp |
| Employer contribution / active EE | $10,515 | $5,856+79.6% | $5,143+104.5% | $4,762+120.8% |
| Participant deferral / active EE | $28,250 | $5,948+374.9% | $5,198+443.5% | $5,850+382.9% |
| Admin fee / account holder | $4,904 | $17,109-71.3% | $13,954-64.9% | $11,596-57.7% |