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 | $103,077 | $70,606+46.0% | $53,898+91.2% | $142,382-27.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.03% | 619.81%-603.8pp | 528.60%-512.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $10,637 | $1,202+784.9% | $932+1041.2% | $4,299+147.4% |
| Participant deferral / active EE | $18,986 | $2,364+703.1% | $1,826+939.6% | $6,507+191.8% |
| Admin fee / account holder | $5,908 | $2,852+107.2% | $2,491+137.2% | $12,624-53.2% |