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 | $23,586 | $117,983-80.0% | $101,794-76.8% | $142,382-83.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 16.20% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,473 | $2,773+25.2% | $2,289+51.7% | $4,299-19.2% |
| Participant deferral / active EE | $5,409 | $4,714+14.7% | $4,084+32.4% | $6,507-16.9% |
| Admin fee / account holder | $78 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |