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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,666 | $84,000+68.6% | $119,609+18.4% | $77,904+81.8% |
| Participation rate | 98.9% | 77.8%+21.0pp | 79.3%+19.6pp | 73.7%+25.2pp |
| Annual return | 23.32% | -11.59%+34.9pp | -14.97%+38.3pp | 12.21%+11.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,232-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,602-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,323-100.0% | $133-100.0% |