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 6-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 | $53,657 | $108,919-50.7% | $100,391-46.6% | $145,922-63.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 14.44% | 57.88%-43.4pp | 49.20%-34.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $34,956 | $4,419+691.0% | $3,942+786.8% | $4,660+650.2% |
| Participant deferral / active EE | $93,954 | $8,445+1012.6% | $8,082+1062.6% | $6,688+1304.9% |
| Admin fee / account holder | $34,097 | $9,689+251.9% | $7,899+331.7% | $13,397+154.5% |