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 9-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 | $110,231 | $70,756+55.8% | $65,493+68.3% | $142,382-22.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.69% | 1754.89%-1742.2pp | 982.45%-969.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $267,284 | $2,881+9178.8% | $2,574+10283.1% | $4,299+6117.2% |
| Participant deferral / active EE | $164,484 | $4,637+3447.0% | $3,961+4052.5% | $6,507+2427.7% |
| Admin fee / account holder | $932,922 | $6,559+14123.4% | $5,028+18453.7% | $12,624+7290.2% |