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 | $92,023 | $159,602-42.3% | $150,045-38.7% | $142,382-35.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.49% | 70.24%-54.7pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $10,557 | $4,961+112.8% | $4,693+124.9% | $4,299+145.6% |
| Participant deferral / active EE | $29,449 | $8,310+254.4% | $7,997+268.3% | $6,507+352.6% |
| Admin fee / account holder | $41,663 | $14,846+180.6% | $13,435+210.1% | $12,624+230.0% |