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 | $171,524 | $183,519-6.5% | $155,509+10.3% | $145,922+17.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.4pp |
| Employer contribution / active EE | $9,686 | $5,313+82.3% | $4,672+107.3% | $4,660+107.9% |
| Participant deferral / active EE | $23,048 | $6,462+256.7% | $5,626+309.7% | $6,688+244.6% |
| Admin fee / account holder | $18,608 | $19,313-3.7% | $15,912+16.9% | $13,397+38.9% |