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 | $34,804 | $214,378-83.8% | $200,582-82.6% | $142,382-75.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.86% | 46.41%-19.6pp | 42.33%-15.5pp | 217.08%-190.2pp |
| Employer contribution / active EE | $12,309 | $6,841+79.9% | $6,419+91.8% | $4,299+186.3% |
| Participant deferral / active EE | $43,802 | $9,865+344.0% | $9,331+369.4% | $6,507+573.1% |
| Admin fee / account holder | $7,848 | $17,692-55.6% | $16,305-51.9% | $12,624-37.8% |