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 | $235,923 | $157,256+50.0% | $141,162+67.1% | $152,861+54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.87% | 64.32%-41.5pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,780 | $5,261-28.1% | $4,735-20.2% | $4,762-20.6% |
| Participant deferral / active EE | $55,696 | $7,109+683.4% | $6,709+730.2% | $5,850+852.0% |
| Admin fee / account holder | $1,625 | $12,120-86.6% | $10,261-84.2% | $11,596-86.0% |