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 | $127,859 | $99,640+28.3% | $86,436+47.9% | $134,475-4.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.96% | 6782.58%-6800.5pp | 4394.89%-4412.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,325 | $4,400-47.2% | $3,769-38.3% | $4,740-50.9% |
| Participant deferral / active EE | $20,496 | $7,246+182.9% | $6,952+194.8% | $6,400+220.3% |
| Admin fee / account holder | $2,125 | $8,371-74.6% | $6,731-68.4% | $11,426-81.4% |