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 4-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 | $38,534 | $179,726-78.6% | $156,263-75.3% | $142,382-72.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.61% | 77.86%-61.2pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,728 | $5,069-26.4% | $4,333-14.0% | $4,299-13.3% |
| Participant deferral / active EE | $5,394 | $6,956-22.4% | $6,158-12.4% | $6,507-17.1% |
| Admin fee / account holder | $611 | $17,272-96.5% | $14,255-95.7% | $12,624-95.2% |