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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,740 | $84,993+87.9% | $129,995+22.9% | $80,160+99.3% |
| Participation rate | 99.1% | 79.5%+19.5pp | 78.5%+20.6pp | 72.9%+26.1pp |
| Annual return | 27.42% | 23.76%+3.7pp | -137.18%+164.6pp | 40.38%-13.0pp |
| Employer contribution / active EE | $0 | $3,051-100.0% | $4,320-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $4,984-100.0% | $5,820-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $391-100.0% | $10,614-100.0% | $145-100.0% |