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 | $106,260 | $92,703+14.6% | $82,719+28.5% | $134,475-21.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.73% | 944.92%-952.6pp | 701.18%-708.9pp | 417.96%-425.7pp |
| Employer contribution / active EE | $2,188 | $3,274-33.2% | $3,009-27.3% | $4,740-53.8% |
| Participant deferral / active EE | $8,507 | $4,802+77.2% | $4,395+93.6% | $6,400+32.9% |
| Admin fee / account holder | $235 | $5,983-96.1% | $5,329-95.6% | $11,426-97.9% |