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 | $207,912 | $2,679,533-92.2% | $164,813+26.2% | $199,593+4.2% |
| Participation rate | 84.0% | 78.3%+5.7pp | 78.6%+5.4pp | 72.0%+12.0pp |
| Annual return | 45.06% | 17.93%+27.1pp | 69.93%-24.9pp | 34.25%+10.8pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $4,341-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $5,010-100.0% | $6,031-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $1,982-100.0% | $12,690-100.0% | $269-100.0% |