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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,502 | $79,694-88.1% | $96,139-90.1% | $79,386-88.0% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 11.95% | 40.84%-28.9pp | 191.94%-180.0pp | 116.85%-104.9pp |
| Employer contribution / active EE | $15,201 | $1,443+953.3% | $2,797+443.5% | $2,427+526.2% |
| Participant deferral / active EE | $1,482 | $2,539-41.6% | $4,349-65.9% | $4,046-63.4% |
| Admin fee / account holder | $74 | $630-88.2% | $5,537-98.7% | $626-88.1% |