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 | $49,996 | $159,901-68.7% | $146,958-66.0% | $145,922-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.81% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $29,290 | $5,286+454.1% | $4,933+493.8% | $4,660+528.6% |
| Participant deferral / active EE | $51,320 | $8,428+508.9% | $8,070+535.9% | $6,688+667.4% |
| Admin fee / account holder | $21,807 | $15,044+45.0% | $12,998+67.8% | $13,397+62.8% |