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.)
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 | $215,816 | $189,613+13.8% | $167,512+28.8% | $142,382+51.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 1.65% | 2024.68%-2023.0pp | 1615.79%-1614.1pp | 217.08%-215.4pp |
| Employer contribution / active EE | $10,000 | $4,349+129.9% | $3,882+157.6% | $4,299+132.6% |
| Participant deferral / active EE | $15,667 | $6,981+124.4% | $6,405+144.6% | $6,507+140.8% |
| Admin fee / account holder | $9,092 | $10,528-13.6% | $9,769-6.9% | $12,624-28.0% |