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 9-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 | $54,282 | $214,378-74.7% | $200,582-72.9% | $142,382-61.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.69% | 46.41%-22.7pp | 42.33%-18.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $14,245 | $6,841+108.2% | $6,419+121.9% | $4,299+231.3% |
| Participant deferral / active EE | $22,190 | $9,865+124.9% | $9,331+137.8% | $6,507+241.0% |
| Admin fee / account holder | $12,301 | $17,692-30.5% | $16,305-24.6% | $12,624-2.6% |