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 | $56,582 | $90,600-37.5% | $79,464-28.8% | $135,375-58.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.05% | 977.43%-978.5pp | 718.14%-719.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $2,473 | $3,068-19.4% | $2,800-11.7% | $4,779-48.3% |
| Participant deferral / active EE | $1,431 | $4,050-64.7% | $3,704-61.4% | $5,609-74.5% |
| Admin fee / account holder | $801 | $5,907-86.4% | $5,113-84.3% | $10,827-92.6% |