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 8-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 | $110,354 | $100,773+9.5% | $88,946+24.1% | $142,382-22.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.08% | 70.18%-55.1pp | 57.82%-42.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $55,066 | $2,918+1787.3% | $2,555+2055.3% | $4,299+1180.9% |
| Participant deferral / active EE | $9,143 | $5,230+74.8% | $4,581+99.6% | $6,507+40.5% |
| Admin fee / account holder | $6,303 | $9,693-35.0% | $8,261-23.7% | $12,624-50.1% |