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 7-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 | $50,520 | $148,534-66.0% | $135,903-62.8% | $139,434-63.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.50% | 79.19%-32.7pp | 68.23%-21.7pp | 372.94%-326.4pp |
| Employer contribution / active EE | $11,700 | $5,243+123.2% | $4,856+140.9% | $4,751+146.3% |
| Participant deferral / active EE | $23,058 | $8,100+184.7% | $7,758+197.2% | $6,710+243.6% |
| Admin fee / account holder | $24,227 | $12,400+95.4% | $10,762+125.1% | $11,403+112.5% |