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 | $120,209 | $159,602-24.7% | $150,045-19.9% | $142,382-15.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.35% | 70.24%-61.9pp | 62.55%-54.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $6,926 | $4,961+39.6% | $4,693+47.6% | $4,299+61.1% |
| Participant deferral / active EE | $43,005 | $8,310+417.5% | $7,997+437.8% | $6,507+560.9% |
| Admin fee / account holder | $186,596 | $14,846+1156.8% | $13,435+1288.9% | $12,624+1378.1% |