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 6-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $606,344 | $74,616+712.6% | $90,404+570.7% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.7%-72.7pp | - |
| Annual return | 23.65% | 7.61%+16.0pp | 1293.02%-1269.4pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $3,262-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $3,963-100.0% | - |
| Admin fee / account holder | $26,331 | $4,675+463.2% | $5,611+369.3% | - |