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 | $53,850 | $158,398-66.0% | $126,539-57.4% | $142,382-62.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.63% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $15,682 | $4,650+237.3% | $3,674+326.8% | $4,299+264.8% |
| Participant deferral / active EE | $6,230 | $4,767+30.7% | $4,083+52.6% | $6,507-4.3% |
| Admin fee / account holder | $1,156 | $6,918-83.3% | $6,065-80.9% | $12,624-90.8% |