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.
Annual investment return 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 | $8,223 | $65,561-87.5% | $86,188-90.5% | $75,163-89.1% |
| Participation rate | 89.3% | 60.5%+28.8pp | 69.0%+20.3pp | 67.2%+22.1pp |
| Annual return | 8.50% | 46.05%-37.6pp | 1168.45%-1159.9pp | 160.62%-152.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6 | $5,474-99.9% | $6,852-99.9% | $5,651-99.9% |