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 | $102,767 | $117,841-12.8% | $102,423+0.3% | $145,922-29.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $13,617 | $3,615+276.7% | $3,023+350.4% | $4,660+192.2% |
| Participant deferral / active EE | $15,996 | $5,731+179.1% | $5,053+216.6% | $6,688+139.2% |
| Admin fee / account holder | $57,219 | $13,326+329.4% | $9,451+505.4% | $13,397+327.1% |