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 | $35,565 | $217,402-83.6% | $185,823-80.9% | $167,490-78.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 37.80% | 148.36%-110.6pp | 122.05%-84.2pp | 478.56%-440.8pp |
| Employer contribution / active EE | $6,431 | $5,873+9.5% | $5,167+24.5% | $4,837+32.9% |
| Participant deferral / active EE | $7,412 | $6,356+16.6% | $5,568+33.1% | $6,341+16.9% |
| Admin fee / account holder | $67,504 | $19,811+240.7% | $16,237+315.7% | $12,309+448.4% |