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 6-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 | $110,828 | $165,984-33.2% | $164,813-32.8% | $145,922-24.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 16.46% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,838 | $5,273-27.2% | $4,341-11.6% | $4,660-17.6% |
| Participant deferral / active EE | $6,909 | $6,959-0.7% | $6,031+14.5% | $6,688+3.3% |
| Admin fee / account holder | $17,245 | $16,648+3.6% | $12,690+35.9% | $13,397+28.7% |