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 | $98,651 | $185,200-46.7% | $142,863-30.9% | $167,490-41.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 7.86% | 8555.70%-8547.8pp | 5637.54%-5629.7pp | 478.56%-470.7pp |
| Employer contribution / active EE | $123,528 | $5,604+2104.2% | $4,144+2881.1% | $4,837+2453.6% |
| Participant deferral / active EE | $63,140 | $4,494+1304.9% | $3,837+1545.5% | $6,341+895.7% |
| Admin fee / account holder | $2,063 | $8,031-74.3% | $6,560-68.6% | $12,309-83.2% |