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 4-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 | $35,330 | $105,126-66.4% | $94,646-62.7% | $139,434-74.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.74% | 38.03%-16.3pp | 156.71%-135.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $33,479 | $4,106+715.5% | $3,672+811.7% | $4,751+604.7% |
| Participant deferral / active EE | $61,116 | $7,599+704.2% | $7,418+723.9% | $6,710+810.8% |
| Admin fee / account holder | $5,629 | $8,984-37.3% | $7,231-22.2% | $11,403-50.6% |