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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,532 | $124,185-90.7% | $108,410-89.4% | $167,490-93.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.70% | 1379.64%-1364.9pp | 905.27%-890.6pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,163 | $4,187-72.2% | $3,558-67.3% | $4,837-76.0% |
| Participant deferral / active EE | $1,522 | $6,908-78.0% | $6,563-76.8% | $6,341-76.0% |
| Admin fee / account holder | $88 | $9,455-99.1% | $7,295-98.8% | $12,309-99.3% |