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 9-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 | $9,039 | $133,958-93.3% | $112,228-91.9% | $134,475-93.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.83% | 47.11%-65.9pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,230 | $4,038-20.0% | $3,635-11.1% | $4,740-31.8% |
| Participant deferral / active EE | $6,728 | $5,291+27.2% | $4,728+42.3% | $6,400+5.1% |
| Admin fee / account holder | $89 | $7,489-98.8% | $6,410-98.6% | $11,426-99.2% |