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 10-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 | $171,657 | $158,398+8.4% | $126,539+35.7% | $142,382+20.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.63% | 593.76%-581.1pp | 425.95%-413.3pp | 217.08%-204.4pp |
| Employer contribution / active EE | $40,297 | $4,650+766.6% | $3,674+996.8% | $4,299+837.3% |
| Participant deferral / active EE | $48,918 | $4,767+926.2% | $4,083+1098.2% | $6,507+651.8% |
| Admin fee / account holder | $82,261 | $6,918+1089.1% | $6,065+1256.4% | $12,624+551.6% |