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 | $16,302 | $109,327-85.1% | $89,391-81.8% | $158,922-89.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.59% | 345.68%-329.1pp | 245.62%-229.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,768 | $3,170+18.9% | $2,586+45.7% | $4,761-20.9% |
| Participant deferral / active EE | $17,524 | $4,598+281.1% | $3,890+350.5% | $5,982+192.9% |
| Admin fee / account holder | $7,135 | $6,153+16.0% | $4,881+46.2% | $11,246-36.6% |