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 9-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 | $28,590 | $148,534-80.8% | $135,903-79.0% | $139,434-79.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.57% | 79.19%-55.6pp | 68.23%-44.7pp | 372.94%-349.4pp |
| Employer contribution / active EE | $5,046 | $5,243-3.8% | $4,856+3.9% | $4,751+6.2% |
| Participant deferral / active EE | $30,097 | $8,100+271.6% | $7,758+288.0% | $6,710+348.5% |
| Admin fee / account holder | $617 | $12,400-95.0% | $10,762-94.3% | $11,403-94.6% |