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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,548 | $198,466-95.2% | $170,442-94.4% | $147,584-93.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.59% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,891 | $6,184-69.4% | $5,433-65.2% | $4,876-61.2% |
| Participant deferral / active EE | $1,195 | $5,629-78.8% | $4,939-75.8% | $5,439-78.0% |
| Admin fee / account holder | $364 | $16,852-97.8% | $13,880-97.4% | $10,885-96.7% |