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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $203,783 | $159,602+27.7% | $150,045+35.8% | $142,382+43.1% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 11.22% | 70.24%-59.0pp | 62.55%-51.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,844 | $4,961-62.8% | $4,693-60.7% | $4,299-57.1% |
| Participant deferral / active EE | $9,007 | $8,310+8.4% | $7,997+12.6% | $6,507+38.4% |
| Admin fee / account holder | $42,092 | $14,846+183.5% | $13,435+213.3% | $12,624+233.4% |