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 | $79,229 | $214,378-63.0% | $200,582-60.5% | $142,382-44.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.15% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $37,950 | $6,841+454.7% | $6,419+491.2% | $4,299+782.7% |
| Participant deferral / active EE | $28,402 | $9,865+187.9% | $9,331+204.4% | $6,507+336.5% |
| Admin fee / account holder | $22,114 | $17,692+25.0% | $16,305+35.6% | $12,624+75.2% |