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.
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 | $4,887 | $100,773-95.2% | $88,946-94.5% | $142,382-96.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.31% | 70.18%-46.9pp | 57.82%-34.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $624 | $2,918-78.6% | $2,555-75.6% | $4,299-85.5% |
| Participant deferral / active EE | $6,886 | $5,230+31.7% | $4,581+50.3% | $6,507+5.8% |
| Admin fee / account holder | $32 | $9,693-99.7% | $8,261-99.6% | $12,624-99.7% |