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 7-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 | $26,198 | $106,515-75.4% | $96,683-72.9% | $139,434-81.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 47.15% | 38.43%+8.7pp | 35.69%+11.5pp | 372.94%-325.8pp |
| Employer contribution / active EE | $9,232 | $4,103+125.0% | $3,737+147.1% | $4,751+94.3% |
| Participant deferral / active EE | $10,337 | $5,454+89.5% | $4,878+111.9% | $6,710+54.1% |
| Admin fee / account holder | $5,019 | $7,877-36.3% | $6,730-25.4% | $11,403-56.0% |