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 | $20,742 | $72,400-71.4% | $67,502-69.3% | $145,922-85.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.81% | 7182.46%-7169.7pp | 3512.12%-3499.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,648 | $3,069+51.4% | $2,731+70.2% | $4,660-0.2% |
| Participant deferral / active EE | $8,050 | $4,783+68.3% | $4,000+101.3% | $6,688+20.4% |
| Admin fee / account holder | $317 | $5,539-94.3% | $3,998-92.1% | $13,397-97.6% |