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 | $89,443 | $157,256-43.1% | $141,162-36.6% | $152,861-41.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 42.69% | 64.32%-21.6pp | 71.39%-28.7pp | 345.32%-302.6pp |
| Employer contribution / active EE | $1,298 | $5,261-75.3% | $4,735-72.6% | $4,762-72.7% |
| Participant deferral / active EE | $5,782 | $7,109-18.7% | $6,709-13.8% | $5,850-1.2% |
| Admin fee / account holder | $16,214 | $12,120+33.8% | $10,261+58.0% | $11,596+39.8% |