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 | $33,693 | $116,175-71.0% | $93,606-64.0% | $152,861-78.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 13.86% | 35.96%-22.1pp | 32.76%-18.9pp | 345.32%-331.5pp |
| Employer contribution / active EE | $24,294 | $3,218+654.9% | $2,718+793.8% | $4,762+410.1% |
| Participant deferral / active EE | $7,096 | $4,603+54.2% | $4,069+74.4% | $5,850+21.3% |
| Admin fee / account holder | $24,088 | $10,748+124.1% | $7,888+205.4% | $11,596+107.7% |