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 | $59,633 | $84,696-29.6% | $75,696-21.2% | $167,490-64.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 27.01% | 199.36%-172.3pp | 104.53%-77.5pp | 478.56%-451.5pp |
| Employer contribution / active EE | $3,668 | $3,230+13.6% | $2,743+33.7% | $4,837-24.2% |
| Participant deferral / active EE | $3,668 | $4,580-19.9% | $3,821-4.0% | $6,341-42.2% |
| Admin fee / account holder | $3,839 | $5,355-28.3% | $3,619+6.1% | $12,309-68.8% |