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 5-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 | $13,122 | $117,983-88.9% | $101,794-87.1% | $142,382-90.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.21% | 36.92%-9.7pp | 30.53%-3.3pp | 217.08%-189.9pp |
| Employer contribution / active EE | $4,381 | $2,773+58.0% | $2,289+91.4% | $4,299+1.9% |
| Participant deferral / active EE | $4,904 | $4,714+4.0% | $4,084+20.1% | $6,507-24.6% |
| Admin fee / account holder | $905 | $10,433-91.3% | $8,777-89.7% | $12,624-92.8% |