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 | $120,807 | $179,726-32.8% | $156,263-22.7% | $142,382-15.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.36% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $16,263 | $5,069+220.8% | $4,333+275.3% | $4,299+278.3% |
| Participant deferral / active EE | $36,413 | $6,956+423.5% | $6,158+491.3% | $6,507+459.6% |
| Admin fee / account holder | $80,790 | $17,272+367.7% | $14,255+466.8% | $12,624+540.0% |