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 | $64,129 | $181,894-64.7% | $156,549-59.0% | $273,961-76.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.20% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $42,412 | $6,248+578.8% | $5,501+671.0% | $4,869+771.1% |
| Participant deferral / active EE | $18,000 | $5,550+224.3% | $4,871+269.5% | $5,287+240.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |