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 5-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 | $16,624 | $109,982-84.9% | $97,226-82.9% | $145,922-88.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.28% | 242.90%-229.6pp | 75.13%-61.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $15,338 | $3,084+397.4% | $2,729+462.1% | $4,660+229.2% |
| Participant deferral / active EE | $22,378 | $4,676+378.6% | $4,264+424.8% | $6,688+234.6% |
| Admin fee / account holder | $9,835 | $6,221+58.1% | $5,654+74.0% | $13,397-26.6% |