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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,131 | $70,606-33.2% | $53,898-12.6% | $142,382-66.9% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 12.58% | 619.81%-607.2pp | 528.60%-516.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,524 | $1,202+26.8% | $932+63.5% | $4,299-64.6% |
| Participant deferral / active EE | $15,180 | $2,364+542.1% | $1,826+731.2% | $6,507+133.3% |
| Admin fee / account holder | $30 | $2,852-98.9% | $2,491-98.8% | $12,624-99.8% |