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 | $36,135 | $69,207-47.8% | $64,056-43.6% | $139,434-74.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.26% | 45.88%-27.6pp | 33.69%-15.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,390 | $3,182-24.9% | $2,747-13.0% | $4,751-49.7% |
| Participant deferral / active EE | $2,662 | $4,682-43.1% | $3,880-31.4% | $6,710-60.3% |
| Admin fee / account holder | $965 | $4,244-77.3% | $3,068-68.5% | $11,403-91.5% |