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 | $30,408 | $210,648-85.6% | $177,989-82.9% | $145,922-79.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.12% | 385.86%-371.7pp | 294.48%-280.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $46,168 | $4,565+911.5% | $3,949+1069.2% | $4,660+890.8% |
| Participant deferral / active EE | $48,511 | $6,958+597.2% | $6,276+673.0% | $6,688+625.4% |
| Admin fee / account holder | $19,125 | $12,013+59.2% | $10,363+84.5% | $13,397+42.8% |