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 | $67,781 | $179,726-62.3% | $156,263-56.6% | $142,382-52.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.69% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $6,115 | $5,069+20.6% | $4,333+41.1% | $4,299+42.2% |
| Participant deferral / active EE | $14,445 | $6,956+107.7% | $6,158+134.6% | $6,507+122.0% |
| Admin fee / account holder | $35,516 | $17,272+105.6% | $14,255+149.2% | $12,624+181.3% |