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 4-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 | $1,862 | $76,738-97.6% | $56,411-96.7% | $145,922-98.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.29% | 2994.23%-2984.9pp | 1701.33%-1692.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $853 | $1,380-38.2% | $1,039-17.8% | $4,660-81.7% |
| Participant deferral / active EE | $1,099 | $2,623-58.1% | $1,952-43.7% | $6,688-83.6% |
| Admin fee / account holder | $255 | $3,334-92.3% | $2,829-91.0% | $13,397-98.1% |