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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $168,552 | $106,584+58.1% | $101,326+66.3% | $142,382+18.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.60% | 36.93%-17.3pp | 36.82%-17.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $109,463 | $8,297+1219.3% | $7,994+1269.3% | $6,507+1582.2% |
| Admin fee / account holder | $198 | $11,446-98.3% | $11,185-98.2% | $12,624-98.4% |