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 | $110,079 | $127,065-13.4% | $113,168-2.7% | $142,382-22.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.67% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,476 | $3,442-57.1% | $2,975-50.4% | $4,299-65.7% |
| Participant deferral / active EE | $10,772 | $5,716+88.4% | $5,107+110.9% | $6,507+65.5% |
| Admin fee / account holder | $20,828 | $15,736+32.4% | $12,068+72.6% | $12,624+65.0% |