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 | $101,527 | $159,901-36.5% | $146,958-30.9% | $145,922-30.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.38% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $7,139 | $5,286+35.1% | $4,933+44.7% | $4,660+53.2% |
| Participant deferral / active EE | $38,736 | $8,428+359.6% | $8,070+380.0% | $6,688+479.2% |
| Admin fee / account holder | $6,888 | $15,044-54.2% | $12,998-47.0% | $13,397-48.6% |