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 | $68,571 | $77,419-11.4% | $69,455-1.3% | $152,861-55.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 22.84% | 39.06%-16.2pp | 28.97%-6.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $23,369 | $3,315+604.9% | $2,779+740.9% | $4,762+390.7% |
| Participant deferral / active EE | $16,376 | $4,414+271.0% | $3,535+363.2% | $5,850+179.9% |
| Admin fee / account holder | $10,292 | $6,207+65.8% | $3,839+168.1% | $11,596-11.2% |