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.
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 | $14,411 | $73,515-80.4% | $62,995-77.1% | $147,584-90.2% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.8%+16.5pp | 82.8%+8.5pp |
| Annual return | 17.23% | 175.43%-158.2pp | 87.57%-70.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11 | $5,953-99.8% | $3,600-99.7% | $10,885-99.9% |