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 6-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 | $246,822 | $176,947+39.5% | $136,749+80.5% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 72.1%-72.1pp | - |
| Annual return | 40.65% | 15.13%+25.5pp | 24.33%+16.3pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,400-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $4,692-100.0% | - |
| Admin fee / account holder | $12,259 | $22,209-44.8% | $11,386+7.7% | - |