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 7-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 | $65,412 | $91,190-28.3% | $178,490-63.4% | $79,858-18.1% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.3pp | 69.6%+11.0pp |
| Annual return | 13.18% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $212 | $6,751-96.9% | $13,984-98.5% | $5,306-96.0% |