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 | $233,148 | $114,381+103.8% | $107,525+116.8% | $142,382+63.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.73% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $12,478 | $4,015+210.8% | $3,754+232.4% | $4,299+190.2% |
| Participant deferral / active EE | $33,244 | $5,564+497.5% | $5,116+549.9% | $6,507+410.9% |
| Admin fee / account holder | $53,717 | $9,860+444.8% | $8,919+502.3% | $12,624+325.5% |